Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet O'Connell is an Investment Advisor Representative with Fidelity Personal And Workplace Advisors. Janet has been in the financial services industry since 1996. Janet specializes in providing investment advice and financial planning services to individuals, businesses, and institutional clients. Janet has a wide range of experience in the industry, including working with individuals, corporations, trusts, and foundations. Janet is licensed to provide investment advice in 53 states and holds numerous professional designations. Janet is committed to providing her clients with personalized financial advice and guidance to help them 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.
1
2
TX
08/12/2021 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
IL
02/14/2018 - 10/24/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROCKFORD IL)
IA
03/13/1996 - 06/10/1996
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 04/04/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/11/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2018
Series 7 - General Securities Representative Examination
BC
Issued 03/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Janet O'Connell is the right advisor for you? Invested Better is here to help.
