Matthew L. O'neil
Professional summary
Matthew Lawrence O'neil, who also goes by Matthew Lawrence Oneil, is a registered financial professional currently at ATHENE SECURITIES, LLC located in West Des Moines, Iowa.
Matthew is registered as a RR (Registered Representative) and started their career in finance in 1994. Matthew has worked at 8 firms and has passed the Series 63, Series 99TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Matthew Lawrence O'neil's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 28, 2025 - Present
ATHENE SECURITIES, LLC
Office #1: 7700 Mills Civic Parkway, West Des Moines, IA 50266September 30, 2013 - December 5, 2024
SYMETRA SECURITIES, INC.
March 2, 2011 - September 30, 2013
SIGNATOR FINANCIAL SERVICES, INC.
March 16, 2004 - January 24, 2011
CAPITAL BROKERAGE CORPORATION
August 24, 2000 - February 9, 2004
VP DISTRIBUTORS LLC
July 6, 1999 - August 21, 2000
BOFA DISTRIBUTORS, INC.
April 10, 1995 - July 16, 1999
KEYPORT FINANCIAL SERVICES CORP.
October 21, 1994 - March 20, 1995
PFS INVESTMENTS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/28/2025)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
ATHENE SECURITIES, LLC
CRD#: 36867 / SEC#: , 8-47499
Contact information
FINRA licenses (51 States and Territories)
Red Flags
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Company Information
ATHENE SECURITIES, LLC
CRD#: 36867West Des Moines, IA 50266TRUST BUT VERIFY
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