Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Alan Oconnor is a financial advisor associated with Fidelity Personal And Workplace Advisors. Andrew has been in the financial services industry since February 2012. Andrew currently holds licenses in Colorado and Texas. Andrew holds FINRA Series 7, 66, and SIE licenses. Andrew has experience working with individuals and institutional clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. Andrew specializes in financial planning, portfolio management, and investment management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CO
03/23/2023 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
07/08/2019 - 01/06/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Denver CO)
CO
02/10/2016 - 03/07/2018
SCOTTRADE, INC. (WESTMINSTER CO)
CO
11/07/2012 - 02/08/2016
TD AMERITRADE, INC. (DENVER CO)
NE
03/31/2010 - 04/28/2011
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 04/13/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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