Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you O'neal? Claim Your ProfileO'neal Weber, a financial advisor at LPL Financial LLC, has been providing financial services to individuals and families for over 30 years. Based in Lafayette, Louisiana, O'neal is a registered representative with both the state of Louisiana and Texas. O'neal has passed the Series 63, Series 7TO, Series 6TO, and Series 1 exams, demonstrating expertise in a variety of financial products and services. O'neal is also a Chartered Financial Consultant. O'neal's experience includes providing financial planning, portfolio management, and insurance services. O'neal is dedicated to helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
LA
03/21/2013 - Present
LPL Financial LLC (LAFAYETTE LA)
CT
11/29/1993 - 05/27/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
CT
05/07/1987 - 11/29/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
NA
07/02/1984 - 04/23/1987
SMA EQUITIES, INC.
NA
05/01/1979 - 06/18/1984
USLIFE EQUITY SALES CORP.
NA
06/15/1974 - 05/26/1982
HARTFORD EQUITY SALES COMPANY INC.
NA
12/01/1973 - 05/01/1979
LINCOLN EQUITIES CORPORATION
NA
11/29/1973 - 08/20/1974
HARTFORD VARIABLE ANNUITY LIFE LIFE INSURANCE COMPANY
NA
03/04/1969 - 05/30/1974
CONSOLIDATED PROGRAMS, INC.
BC
Issued 03/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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