Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Edward O'Connor is a registered representative and investment advisor representative with Fidelity Personal AND Workplace Advisors. Francis is a licensed advisor with over 5 years in the financial services industry and holds the Series 7, Series 9, Series 10, Series 66 and SIE licenses. Francis has experience in providing financial planning, investment advice, and educational seminars to a variety of clients. The focus of their practice is on providing financial advice to high-net-worth individuals, corporations, and pension plans. Francis is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
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
PA
01/24/2020 - Present
Fidelity Personal AND Workplace Advisors (CRANBERRY TOWNSHIP PA)
BOTH
Issued 08/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/01/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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