Marisol O'neilCRD Number: 5490836
Current Firm: Charles Schwab & Company, Inc.
Marisol O'neil (CRD# 5490836) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Bakersfield, CA and has over 9 years of experience in the finance industry.
Lincoln Financial Advisors Corporation
Barnes Wealth Management Group
Royal Alliance Associates, Inc.
|Charles Schwab & Company, Inc.||Bakersfield, CA||Mar 2011 - Current||7|
|Charles Schwab Bank||Bakersfield, CA||Mar 2011 - Current||7|
|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|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2009|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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