William O'Neil Securities

Financial ServicesMassachusetts, United States11-50 Employees

William O’Neil Securities is a broker-dealer with a buy-side trading mentality that can act as an extension of your team. We say this because our trading desk relationships are more robust than simple execution. Our sales traders are industry veterans, with experience that spans decades of market cycles. And our leadership is deeply experienced—some of the most respected in the business—with a long history shared within a family of investment companies.

Because of our unique position, our traders are trained in institutional investment research using the PANARAY® platform, which gives them a deep understanding of the O’Neil Methodology and the buy-side process. This cross-training allows them to provide a second set of eyes in the processing of your orders, while offering the agency-only objectivity and cost-effective access to equity marketplaces you expect.

Our mission is simply to provide the best service to our clients and to be the best place to work for our associates.

Since 1963, William O'Neil Securities, Inc. has been creating value for our clients by keeping their interests first, always. It means being committed to honesty, integrity, transparency, and teamwork – the ideals our firm was founded on and that continue to make us a great firm to work with today.

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