Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrance? Claim Your ProfileTerrance Edward Oneil is a financial advisor in Langley, WA. Terrance has been in the industry for over 20 years and is currently registered with Clear Creek Financial Management, LLC. Terrance has a long history of working with clients in the financial services industry, having previously held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, LPL Financial LLC, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Terrance is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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WA
05/25/2018 - Present
Clear Creek Financial Management, LLC (Langley WA)
WA
07/26/2016 - 06/20/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEATTLE WA)
WA
09/02/2011 - 08/15/2015
LPL FINANCIAL LLC (SEATTLE WA)
WA
06/01/2009 - 09/28/2011
MORGAN STANLEY SMITH BARNEY (BELLEVUE WA)
WA
01/20/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BELLEVUE WA)
NY
08/27/1999 - 01/21/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/24/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 08/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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