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'Neill is a financial advisor registered with J.p. Morgan Securities LLC in Jersey City, NJ. William has been in the industry since 2004, and has previously worked at J.P. MORGAN SECURITIES INC., J.P. MORGAN CLEARING CORP., CHAPDELAINE CORPORATE SECURITIES & CO and CHAPDELAINE & CO.. William holds FINRA Series 7, Series 63, and SIE licenses and is licensed to sell securities in the state of NJ. William O'Neill provides investment advice and portfolio management services to individuals, corporations, high net worth individuals, charitable organizations, labor unions, insurance companies and pension and profit sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NJ
05/08/2009 - Present
J.p. Morgan Securities LLC (Jersey City NJ)
NY
06/27/2007 - 03/04/2009
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
02/28/2008 - 12/31/2008
J.P. MORGAN CLEARING CORP. (NEW YORK NY)
NY
05/08/2006 - 01/03/2007
CHAPDELAINE CORPORATE SECURITIES & CO (NEW YORK NY)
NY
07/29/2004 - 05/05/2006
CHAPDELAINE & CO. (NEW YORK NY)
BC
Issued 03/09/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2004
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
Not sure William O'Neill is the right advisor for you? Invested Better is here to help.
