Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Oneal is an investment advisor representative. Steven is currently registered with Sharebuilder 401k in Woodlands, TX and has been in the industry for over 30 years. Prior to his current role, Steven worked at ALLSTATE FINANCIAL SERVICES, LLC, CAPITAL ONE INVESTING, LLC, VALIC FINANCIAL ADVISORS, INC., WOODBURY FINANCIAL SERVICES, INC., COMERICA SECURITIES, LEGACY ASSET SECURITIES, INC., PAN-AMERICAN FINANCIAL ADVISERS, and AETNA INVESTMENT SERVICES, INC.. Steven has a Series 6, 7, 63, 65 and SIE license. Steven specializes in Retirement Planning and Mutual Funds.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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TX
12/06/2021 - Present
Sharebuilder 401k (Woodlands TX)
TX
08/11/2021 - 11/23/2021
ALLSTATE FINANCIAL SERVICES, LLC (The Woodlands TX)
TX
12/16/2015 - 04/09/2019
CAPITAL ONE INVESTING, LLC (Houston TX)
TX
08/02/2013 - 12/17/2015
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
08/02/2010 - 08/07/2013
WOODBURY FINANCIAL SERVICES, INC. (HOUSTON TX)
TX
10/09/2007 - 08/04/2010
COMERICA SECURITIES (HOUSTON TX)
TX
01/22/2004 - 10/01/2007
LEGACY ASSET SECURITIES, INC. (HOUSTON TX)
LA
04/02/1999 - 12/31/2003
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
CT
11/24/1993 - 02/26/1999
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
IA
Issued 02/28/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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