Marisol O'neil
Marisol O'neil is a registered investment advisor at MML Investors Services, LLC, based in Bakersfield, CA, with 17 years of industry experience. Marisol is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
5001 California Ave, Suite 105, Bakersfield, CA, 93309
Get directionsHistory
Regulatory History (2)
Financial
April 2025Customer Dispute
October 2024Other Business Activities
Marisol is an independent consultant for Rodan and Fields, selling skincare products since 2017. She is also a co-owner of Card'ology LLC, a management consulting service, since 2022; both activities take about 10-20% of her time.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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