Kevin OneillCRD Number: 6948343
Current Firm: Ubs Financial Services Inc.
Kevin Oneill (CRD# 6948343) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Weehawken, NJ and has over 3 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Park Avenue Securities LLC
|Ubs Financial Services Inc.||Weehawken, NJ||Jun 2018 - Current||4|
|Full-time Education||Chestnut Hill, MA||Jul 2015 - May 2019||3|
|Euromoney Instiutional Investor Plc||New York City, NY||Jun 2017 - Aug 2017||< 1|
|Full-time Education||Glen Ridge, NJ||Jul 2008 - Jun 2015||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2019|
Total Assets Under Management692,292MILLIONS
Total Number of Accounts1,073,865ACCOUNTS
Average Account Value$644,673
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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