Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Oconnell is an Investment Advisor Representative with Park Avenue Securities LLC. Jeffery is a highly experienced professional in the financial services industry with over 40 years of experience. Jeffery is registered in Arizona, Colorado, Nebraska, South Dakota, and Wyoming. Jeffery also provides financial planning services to individuals and businesses and educational seminars.
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.
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
CO
07/25/2017 - Present
Park Avenue Securities LLC (GREENWOOD VILLAGE CO)
CO
02/05/2007 - 06/29/2012
PARK AVENUE SECURITIES LLC (GREELEY CO)
CO
05/06/1980 - 01/19/2007
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (GREELEY CO)
NE
11/20/1985 - 12/31/1995
KIRKPATRICK, PETTIS, SMITH, POLIAN INC. (OMAHA NE)
BOTH
Issued 01/04/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/19/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 04/24/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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