Wealth Solutions, LLC

Wealth Solutions, LLC (CRD# 126113) is a financial advisory firm headquartered in Jericho, NY. They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
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Advisory Services Offered
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Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Wealth Solutions, LLC
Showing 1 - 1 of 1 top financial advisors.
Kimberly T. O'neil-Wilson
CRD#: 4035041
50 Jericho Quadrangle, Suite 200, Jericho, NY 11753

Kimberly O'neil-Wilson (CRD# 4035041) is an Investment Advisor Representative working at Wealth Solutions, LLC in Jericho, NY and has over 17 years of experience in the finance industry. Kimberly O'neil-Wilson 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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