Claire O'neill, financial advisor Denver CO

Claire O'neill

CRD Number: 6400012
Current Firm: Sharkey Howes & Javer Inc.

Claire O'neill (CRD# 6400012) is an Investment Advisor Representative working at Sharkey Howes & Javer Inc. in Denver, CO and has over 3 years of experience in the finance industry. Claire O'neill has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Sharkey, Howes And Javer, Inc. Denver, CO Sep 2018 - Current < 1
Oppenheimerfunds Denver, CO Sep 2014 - Sep 2018 4
Unemployed Kansas City, MO May 2013 - Sep 2014 1
Student Columbia, MO Dec 2013 - May 2014 < 1
Wilkerson And Reynolds Wealth Management Columbia, MO May 2013 - Dec 2013 < 1
Student Columbia, MO Aug 2011 - May 2013 1
Oakstar Bank Kansas City, MO May 2011 - Aug 2011 < 1
Student Columbia, MO Aug 2010 - May 2011 < 1
Oakstar Bank Kansas City, MO May 2010 - Aug 2010 < 1
Student Kansas City, MO Sep 2008 - May 2010 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2015
Contact Info for Claire L. O'neill
Phone Number: 303-639-5100
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    710
    MILLIONS
  • Total Number of Accounts
    2,781
    ACCOUNTS
  • Average Account Value
    $255,479
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, IL, LA, MT, OR, TX, VA, WA, WY

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

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