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 active registered investment advisor representative with SPC. William has been in the industry since July 14, 2017, and has experience in financial planning, portfolio management, and pension consulting. William is licensed in Michigan, Texas, California, Illinois, Massachusetts, New Jersey, and North Carolina.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
MI
12/21/2023 - Present
SPC (Allen Park MI)
MI
11/06/2018 - 01/05/2023
SECURIAN FINANCIAL SERVICES, INC. (Southfield MI)
MI
06/26/2017 - 10/17/2018
FORESTERS FINANCIAL SERVICES, INC. (Farmington Hills MI)
BOTH
Issued 03/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William O'Neil is the right advisor for you? Invested Better is here to help.
