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 an investment advisor representative with First Advisors National, LLC. William O'Neil has been in the industry for over 39 years and has a wide range of experience. William O'Neil is registered with the state of Michigan. William O'Neil specializes in Retirement Planning, Financial Planning and Selection of Other Advisors. William O'Neil is also the President of WJO Inc, and a partner at O'Neil Insurance Agency LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Retirement planning consultations
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.
A percentage of the total value of assets under management is charged.
Solicitor/endorsement fees
1
2
MI
01/01/2025 - Present
First Advisors National, LLC (Plymouth MI)
MI
01/01/2004 - 08/15/2022
CETERA ADVISORS LLC (ALLEN PARK MI)
OH
02/22/1994 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
VA
09/22/1993 - 02/23/1994
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
CO
01/10/1989 - 09/21/1993
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
NA
04/02/1986 - 02/08/1989
GREAT LAKES EQUITIES CO.
NA
01/24/1983 - 04/03/1986
MUTUAL SERVICE CORPORATION
IA
Issued 12/16/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/11/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/21/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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