Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam O'Neil is a financial advisor with Schwab Wealth Advisory, Inc. William has been in the financial services industry since December 1996. William is registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 7, Series 8, Series 9, Series 10, and Series 66 licenses. William is also a Certified Financial Planner (CFP). William previously worked at VOYA FINANCIAL ADVISORS, INC., SANTANDER SECURITIES LLC, and USAA FINANCIAL ADVISORS, INC. William specializes in retirement planning, college savings, and investment management.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
MA
11/10/2022 - Present
Schwab Wealth Advisory, Inc. (Boston MA)
MA
10/01/2018 - 06/16/2022
VOYA FINANCIAL ADVISORS, INC. (BRAINTREE MA)
MA
01/05/2017 - 04/30/2018
SANTANDER SECURITIES LLC (Framingham MA)
MA
03/24/2011 - 07/29/2016
USAA FINANCIAL ADVISORS, INC. (NEEDHAM MA)
MA
11/16/1995 - 03/03/2011
TD AMERITRADE, INC. (BOSTON MA)
BOTH
Issued 07/24/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/17/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 04/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure William O'Neil is the right advisor for you? Invested Better is here to help.
