Unclaimed
Shannon O'Neil is a financial advisor with Fidelity Distributors Co. LLC, a registered broker-dealer, in Boston, Massachusetts. Shannon's professional experience includes a previous role at Fidelity Brokerage Services LLC. Shannon is a registered representative with FINRA and holds both Series 7, 63 and 66 licenses, and holds the SIE designation.
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.
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2
MA
04/10/2024 - Present
Fidelity Distributors Co. LLC (BOSTON MA)
MA
04/23/2016 - 12/13/2019
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
BC
Issued 05/31/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/10/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/07/2024
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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