Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Oneil is a financial advisor with The Strategic Financial Alliance, Inc. located in Alpharetta, GA. Stephen has been in the financial services industry since 1985. He has been registered with The Strategic Financial Alliance, Inc. since 2003 and has been registered in Georgia since 2003. Stephen is also a Certified Financial Planner.
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.
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.
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
GA
04/28/2015 - Present
THE Strategic Financial Alliance, Inc. (ALPHARETTA GA)
GA
12/05/1991 - 11/22/2003
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
CA
12/15/1988 - 11/14/1991
VANGUARD CAPITAL (DEL MAR CA)
IN
11/18/1985 - 11/07/1991
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
11/18/1985 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
IN
11/18/1985 - 01/02/1989
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
BC
Issued 01/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
BC
Issued 11/15/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Stephen Oneil is the right advisor for you? Invested Better is here to help.
