Michael O'Neil Email & Phone Number
President and Founder | Investment Advisor Representative (Series 66) @ O'Neil Wealth Services, LLC
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Michael O'Neil Location
- Hanover, MA, US
Michael O'Neil Work
- 2013 - now President and Founder | Investment Advisor Representative (Series 66) @
- 2013 - 2018 Financial Advisor | Raymond James Financial Services @
- 2008 - 2013 Vice President | Senior Financial Advisor @
- 2000 - 2008 Financial Advisor @
- 1995 - 1999 Field Artillery Officer @
Michael O'Neil Education
- College of the Holy Cross
Bachelor of Arts (B.A.) (Spanish and Pre-Medical)
1991 - 1995 - Bishop Guertin High School 1987 - 1991
Michael O'Neil Skills
- Portfolio Management
- Series 7
- Asset Allocation
- Mutual Funds
- Retirement Planning
- Alternative Investments
- Fixed Income
- Long-term Care
- Wealth Management Services
- IRAs
- Wealth Accumulation
- Investment Banking
- Military Operations
- Finance
- Customer Service
- Long Term Care
- Strategic Planning
- Strategy
- Sales
Michael O'Neil Summary
- Michael O'Neil, based in Hanover, MA, US, is currently a President and Founder | Investment Advisor Representative (Series 66) at O'Neil Wealth Services, LLC. Michael O'Neil brings experience from previous roles at Raymond James, Merrill Lynch, UBS and US Army. Michael O'Neil holds a 1991 - 1995 Bachelor of Arts (B.A.) in Spanish and Pre-Medical @ College of the Holy Cross. With a robust skill set that includes Portfolio Management, Series 7, Asset Allocation, Mutual Funds, Retirement Planning and more. Michael O'Neil has 2 emails and 2 mobile phone numbers on RocketReach.
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