Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glen? Claim Your ProfileGlen Michael Oconnor is a financial advisor with over 26 years of experience in the industry. Glen is currently registered with World Investment Advisors, LLC and is located in Wexford, Pennsylvania. Prior to joining World Investment Advisors, LLC, Glen was with CAPFINANCIAL SECURITIES, LLC., LPL FINANCIAL LLC, NFP SECURITIES, INC., PNC CAPITAL MARKETS, INC., J.J.B. HILLIARD, W.L. LYONS, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., IDS LIFE INSURANCE COMPANY and AMERICAN EXPRESS SERVICE CORPORATION. Glen holds Series 63, 65, 7, 24, and 51 licenses. He specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutions. Glen also has experience in working with pooled investment vehicles, charitable organizations, and pension and profit-sharing plans.
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
PA
09/17/2015 - Present
World Investment Advisors, LLC (WEXFORD PA)
PA
09/15/2015 - 09/01/2017
CAPFINANCIAL SECURITIES, LLC. (Wexford PA)
PA
06/30/2014 - 09/24/2015
LPL FINANCIAL LLC (WEXFORD PA)
PA
02/25/2003 - 06/30/2014
NFP SECURITIES, INC. (WEXFORD PA)
PA
06/16/2001 - 12/14/2001
PNC CAPITAL MARKETS, INC. (PITTSBURGH PA)
KY
03/22/2001 - 06/16/2001
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
MN
06/22/1994 - 01/24/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/22/1994 - 01/24/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
12/20/1994 - 01/12/1995
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
IA
Issued 05/13/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/18/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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