linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Steven G Oreilly

Columbia Management Investment Distributors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Steven? Claim Your Profile

About Steven G Oreilly

Steven G Oreilly is a financial advisor with Columbia Management Investment Distributors, Inc.. Steven has been in the financial industry since 1988 and holds several licenses and certifications, including Series 6, 7, 24 and 63. Steven has worked for several firms throughout his career, including Fidelity Brokerage Services LLC, National Financial Services LLC and Keystone Provident Financial Services Corp. Steven is registered to sell securities in Massachusetts.

Firm Information

Steven Oreilly is currently registered with Columbia Management Investment Distributors, Inc.. Columbia Management Investment Distributors, Inc. is a corporation formed in April 1978. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in at least one civil event.

Not reported

Assets Under Management

Not reported

Total Clients

41

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Steven Oreilly’s Registration & Firm History

MA

05/01/2010 - Present

Columbia Management Investment Distributors, Inc. (BOSTON MA)

MA

08/17/2009 - 05/01/2010

COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)

MA

10/01/1997 - 04/08/2008

FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)

MA

05/12/2005 - 10/22/2007

NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)

RI

07/24/1990 - 04/21/2005

FIDELITY DISTRIBUTORS CORPORATION (SMITHFIELD RI)

MA

02/04/1987 - 01/08/1990

KEYSTONE PROVIDENT FINANCIAL SERVICES CORP. (WELLESLEY HILLS MA)

Not sure if Steven G Oreilly is right for you?

Licenses & Designations

BC

Issued 11/09/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/20/1997

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/1990

Series 7 - General Securities Representative Examination

BC

Issued 02/03/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven G Oreilly.
Not sure if Steven G Oreilly is right for you?