Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas O'Neil is a financial advisor with over 20 years of experience in the industry. Thomas has held positions at Ferris, Baker Watts, LLC, Raymond James & Associates, Inc., Roney & Co., and RBC Capital Markets Corporation. Thomas joined B. Riley Wealth Advisors, Inc. in 2022. B. Riley Wealth Advisors, Inc. is a national wealth management firm providing financial planning, investment management, retirement planning, and other financial services to individuals, families, and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
08/29/2022 - Present
B. Riley Wealth Advisors, Inc. (Beachwood OH)
OH
03/13/2009 - 10/15/2010
RBC CAPITAL MARKETS CORPORATION (BEACHWOOD OH)
OH
08/18/2000 - 03/13/2009
FERRIS, BAKER WATTS, LLC (BEACHWOOD OH)
FL
08/13/1998 - 09/14/2000
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MI
08/13/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
BOTH
Issued 09/17/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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