Best Investors Account Sign in
Inactive

Peter Joseph Oneill

Charles Schwab & Co., Inc.

Towson, MD

Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2022-03-24
  • MD RA
    APPROVED
    Since 2022-03-24

Branch Locations

2 East Joppa Road Suite 110, Towson, MD 21286 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Student Lutherville MD 01/2016 05/2017
Fiduciam Wealth Planning Llc Newtown PA 05/2017 01/2022
Charles Schwab & Co., Inc. Towson MD 02/2022 Present
  • 01/2016 → 05/2017
    Student
    Lutherville, MD
  • 05/2017 → 01/2022
    Fiduciam Wealth Planning Llc
    Newtown, PA
  • 02/2022 → Present
    Charles Schwab & Co., Inc.
    Towson, MD
Previous Registrations
  • 2017-07-12 → 2022-02-07
    Fiduciam Wealth Planning Llc
    Towson, MD
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-08-21
  • S63 Uniform Securities Agent State Law Examination
    1996-08-21
Other Names
  • Peter Joseph Oneill
  • Peter Joseph O'NEill
  • Peter O'NEill

View on SEC IAPD

Other Firms

SFG WEALTH MANAGEMENT
LPL FINANCIAL LLC
BASE MANAGEMENT CO
CAPITAL ADVISOR MANAGEMENT
FINANCIAL COUNCIL, LLC
SCHIFF WEALTH ADVISORS, LLC
DYER FINANCIAL ADVISORY
LEGACY FINANCIAL ADVISORS

Other Investors

TIMOTHY WILLIAM CARNE
WILLIAM JUDSON SOKOL
MICHAEL LOYD CRABB
WILLIAM ROBERT SWARTZ
ERIC WILLIAM HART
GEORGE RAY VAN DYKE
GREGORY CHARLES VERMEULEN
LAWRENCE NELSON LEITCH

Other Offices

SFG WEALTH MANAGEMENT · TOWSON, MD
LPL FINANCIAL LLC · TOWSON, MD
SFG WEALTH MANAGEMENT · Towson, MD
LPL FINANCIAL LLC · TOWSON, MD
BASE MANAGEMENT CO · TOWSON, MD
LPL FINANCIAL LLC · TOWSON, MD
CAPITAL ADVISOR MANAGEMENT · TOWSON, MD
FINANCIAL COUNCIL, LLC · TOWSON, MD

More in Towson, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor