Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randi? Claim Your ProfileRandi O'Neill is a financial advisor with Wells Fargo Advisors Financial Network, LLC, with over 12 years of experience in the financial services industry. Randi O'Neill is registered with the state of California as an Investment Advisor Representative and as a Registered Representative. Randi O'Neill has also passed the Series 66, Series 7, Series 9 and Series 10 exams. Randi O'Neill has worked with Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. in the past. Randi O'Neill specializes in providing financial advice to individuals, families, and businesses. The advisor has experience working with high net worth individuals, corporations, charitable organizations, pension plans, and other institutions. Randi O'Neill is committed to providing her clients with personalized financial advice and guidance.
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.
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.
Investment consulting services to institutional clients
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.
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2
CA
05/24/2023 - Present
Wells Fargo Advisors Financial Network, LLC (Fair Oaks CA)
CA
06/21/2016 - 05/19/2023
WELLS FARGO CLEARING SERVICES, LLC (ROSEVILLE CA)
CA
12/09/2015 - 06/21/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROSEVILLE CA)
CA
08/17/2012 - 12/02/2015
WELLS FARGO ADVISORS, LLC (ROSEVILLE CA)
NV
06/01/2009 - 10/13/2010
WELLS FARGO INVESTMENTS, LLC (RENO NV)
BOTH
Issued 06/15/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/01/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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