Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid John Oconnor is a financial advisor with Equitable Advisors, LLC. David has been in the financial services industry since 1993 and has a wide range of experience in financial planning, portfolio management, and insurance. David has a deep understanding of the needs of his clients and is committed to providing them with the best possible service. David is registered to provide financial advice in California, Florida, Hawaii, Michigan, Oregon, and Washington. David also has experience as a basketball coach and is a trustee for his mother's trust.
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.
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.
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
HI
01/09/2019 - Present
Equitable Advisors, LLC (HONOLULU HI)
NY
11/11/1996 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
07/15/1993 - 04/16/1996
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
07/15/1993 - 04/16/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2000
Series 24 - General Securities Principal Examination
BC
Issued 07/31/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/10/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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