Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samye? Claim Your ProfileSamye Ann O'Neill is a financial advisor with over 23 years of experience in the industry. Samye has been registered with Wells Fargo Clearing Services, LLC since 2008 and has a Series 66 and 63 license. Samye has also held registrations with A. G. Edwards & Sons, Inc. Samye Ann O'Neill currently works with clients in Texas, and is licensed to provide financial advice in 23 states. Samye Ann O'Neill primarily serves individuals, high-net-worth individuals, corporations, charitable organizations and pension plans.
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.
1
2
TX
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (SAN ANGELO TX)
TX
11/15/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SAN ANGELO TX)
BOTH
Issued 10/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Samye O'Neill is the right advisor for you? Invested Better is here to help.
