Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Conor? Claim Your ProfileConor O'Shea is a financial professional with over a decade of experience in the industry. Conor has a strong background in securities, having worked at State Street Global Advisors Funds Distributors, LLC before joining J.P. Morgan Institutional Investments Inc. in 2021. Conor holds Series 7, Series 63, and SIE licenses and is registered with FINRA and in 10 states. Conor's current focus is on helping clients navigate the complex world of investing, providing them with tailored advice and guidance.
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.
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.
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2
NY
12/23/2021 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
MA
05/18/2011 - 11/29/2021
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC (Boston MA)
BC
Issued 04/08/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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