Marisol Oneil, financial advisor Bakersfield CA
93 score

Marisol Oneil

CRD Number: 5490836
Current Firm: Charles Schwab & Company, Inc.

Marisol Oneil (CRD# 5490836) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Bakersfield, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Bakersfield, CA Mar 2011 - Current 5
Charles Schwab Bank Bakersfield, CA Mar 2011 - Current 5
The Limu Company Lake Mary, FL Jul 2013 - Jun 2014 < 1
Maxx International Bakersfield, CA Mar 2011 - Apr 2013 2
Jpmorgan Chase Bank Na Bakersfield, CA Oct 2009 - Mar 2011 1
Chase Investment Services Corp Bakersfield, CA Oct 2009 - Mar 2011 1
Morgan Stanley Smith Barney Bakersfield, CA Jun 2009 - Oct 2009 < 1
Morgan Stanley & Company Inc. Bakersfield, CA Oct 2008 - Oct 2009 1
Unemployed Bakersfield, CA Aug 2008 - Oct 2008 < 1
Charles Schwab & Co, Inc. Bakersfield, CA Feb 2008 - Aug 2008 < 1
Charles Schwab Bank, N.a. Bakersfield, CA Feb 2008 - Aug 2008 < 1
Adecco Bakersfield, CA Apr 2007 - Mar 2008 < 1
Mighty Eagle Legal Services Bakersfield, CA Jun 1999 - Sep 2007 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Marisol R. Oneil
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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