William O'Neil + Co. Incorporated
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Research Sales Team

Our Research Sales staff are trained in our method of stock analysis and are charged with gaining a full understanding of your individual style, needs, and preferences as quickly as possible. As your key contact, they ensure the smooth delivery of services and act as a liaison with our research team, when specific questions or issues arise. Their mandate is to help you accomplish your investment goals.

To deliver this high-touch level of professional service, our U.S. based Research Sales Staff all possess Series 66 or 65 licenses and operate in offices located nearest their clients. Our U.K. based Research Sales Staff are CF30 approved and are authorised and regulated by the FCA.