Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Michael O'Reilly is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Connor Michael O'Reilly has been in the industry for over 2 years and has experience in providing financial planning and investment advice to individuals and families. Connor Michael O'Reilly has earned the Series 7TO and SIE licenses and has passed the Uniform Combined State Law Examination. Connor Michael O'Reilly has worked with firms such as Coinbound, Seton Hall University, Softwave, Summit Financial, Merrill Lynch, Legends / Prudential Center, American BBQ Co, Unemployed, New CAPS LLC and Diamond Global. Connor Michael O'Reilly is currently registered with FINRA and holds licenses in New Jersey and Texas.
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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
01/02/2025 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
BC
Issued 06/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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