Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Oneil is a financial advisor with LPL Financial LLC, registered in South Carolina and New Jersey. Thomas has been in the industry since 2019 and has worked for both Cetera Financial Specialists LLC and Rosenthal & Company. Thomas is a licensed Series 7, 66, and SIE representative and is registered in both South Carolina and New Jersey as an Investment Advisor Representative. Thomas is currently registered in South Carolina as an Investment Advisor Representative with LPL Financial LLC. He is also registered in New Jersey as a Registered Representative with LPL Financial LLC. Thomas offers a variety of services to individuals, including financial planning, portfolio management, and consulting. Thomas is committed to providing his clients with personalized financial advice and guidance.
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.
Consulting and other non-discretionary advisory services
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.
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2
NJ
01/04/2024 - Present
LPL Financial LLC (CINNAMINSON NJ)
IL
02/17/2023 - 12/18/2023
CETERA FINANCIAL SPECIALISTS LLC (SCHAUMBURG IL)
NJ
07/26/2019 - 11/11/2021
CETERA FINANCIAL SPECIALISTS LLC (CINNAMINSON NJ)
BOTH
Issued 10/21/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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