Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell O'neill is a financial professional with over 30 years of experience in the financial industry. Mitchell has worked for a number of financial institutions, including Allegheny Investments, Ltd., Penn Capital Financial Services, Inc., and First Affiliated Securities. Mitchell currently works for Cetera Investment Advisers LLC, a firm that has over 104 billion dollars in assets under management. Mitchell is a Certified Financial Planner and provides a range of financial planning services. Mitchell is registered with the state of North Carolina and is licensed to provide investment advice to individuals, businesses, and institutions.
LELAND, NC
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NC
06/04/2024 - Present
Cetera Investment Advisers LLC (LELAND NC)
PA
01/05/1996 - 06/04/2024
ALLEGHENY INVESTMENTS, LTD. (PITTSBURGH PA)
PA
01/16/1995 - 10/27/1995
PENN CAPITAL FINANCIAL SERVICES, INC. (PITTSBURGH PA)
CA
01/18/1994 - 08/29/1995
FIRST AFFILIATED SECURITIES (LA JOLLA CA)
BC
Issued 2/7/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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