Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Ann O'Neil is a registered representative with Raymond James Financial Services Advisors, Inc. Sara holds Series 6, 7, 63, and 66 licenses and has been in the industry since 2005. Sara has worked with Morgan Stanley, Key Investment Services LLC, McDonald Investments Inc., and NatCity Investments, Inc. in the past. Sara is also a registered Investment Advisor Representative in the state of Ohio.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
01/22/2016 - Present
Raymond James Financial Services Advisors, Inc. (MENTOR OH)
OH
05/05/2014 - 01/12/2016
MORGAN STANLEY (PEPPER PIKE OH)
OH
03/07/2007 - 05/02/2014
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
OH
03/14/2006 - 02/20/2007
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
07/28/2005 - 03/13/2006
NATCITY INVESTMENTS, INC. (MENTOR OH)
BOTH
Issued 11/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/27/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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