Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Marilyn Oconnor is a financial advisor affiliated with PFS Investments Inc. Jean has been in the financial services industry for over 29 years. Jean holds the Series 6, SIE and Series 63 licenses. Jean has over 29 years of industry experience. Jean currently holds registrations in Massachusetts and New Hampshire. Jean's office is located in Charlestown, MA.
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.
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.
A percentage of the total value of assets under management is charged.
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MA
01/30/2008 - Present
PFS Investments Inc. (CHARLESTOWN MA)
GA
02/10/1998 - 12/31/2007
PFS INVESTMENTS INC. (DULUTH GA)
GA
03/25/1992 - 12/31/1997
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 08/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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