Michael G. Oneil
President and Founder - O’Neil Wealth Services, LLC | Advisory Portfolio Management and Financial Planning | Series 66 | Veteran - U.S. Army Field Artillery | Leadership & Mission-Focused Experience
- Role
- President and Founder Investment Advisor Representative (Series 66) at O\'neil Wealth Services, Llc
- Location
- Hanover, MA, US
- LinkedIn followers
- 500 followers
Experience
President and Founder Investment Advisor Representative (Series 66)
Apr 2013 — Present · Hanover, MA, US
Education
College of the Holy Cross
Bachelor of Arts (B.A.), Spanish and Pre-Medical
Skills
- Series 7
- Iras
- Retirement Planning
- Long-Term Care
- Asset Allocation
- Mutual Funds
- Fixed Income
- Wealth Accumulation
- Alternative Investments
- Investment Banking
- Wealth Management Services
- Portfolio Management
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