Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames O'Connell is a financial professional with over 25 years of experience in the industry. James is currently registered with Amundi Distributor US, Inc., and holds the Series 6, 7, and 24 licenses. James is an experienced advisor who can help clients with their financial planning needs.
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
MA
05/14/1998 - Present
Amundi Distributor US, Inc. (BOSTON MA)
BC
Issued 09/06/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/13/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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