William O'neil is a registered investment advisor, based in Allen Park, MI, with 8 years of industry experience.
Location
7321 Park Avenue, Allen Park, MI, 48101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is affiliated with Harvest Partners Financial, which offers financial services and sells various lines of insurance, including fixed annuities. He also works as a bookkeeper, dedicating about 10-20% of his time to this role.
Employment History
Current Registrations
Sigma Financial CorporationBroker
Spc
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Foresters Financial Services, INC.Broker
State Registrations7 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.