Unclaimed
Samantha O'Neil is a financial professional who has been in the industry since May 14, 2008. Samantha is currently registered with Fidelity Brokerage Services LLC. Previously Samantha was registered with National Financial Services LLC and Fidelity Distributors Company LLC. Samantha holds the Series 7, Series 24 and SIE licenses. Samantha is located in Smithfield, RI.
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.
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.
1
2
RI
05/15/2008 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
RI
03/22/2021 - 09/12/2024
NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)
RI
12/24/2018 - 09/12/2024
FIDELITY DISTRIBUTORS COMPANY LLC (SMITHFIELD RI)
RI
09/21/2015 - 12/06/2018
NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)
BC
Issued 06/13/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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