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Jeffrey Howard O'Brien

Ibkr Securities Services LLC

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About Jeffrey Howard O'Brien

Jeffrey Howard O'Brien is a financial professional with over 7 years of experience in the securities industry. Jeffrey has a strong background in securities, having passed the Series 7, Series 24, and Series 4 exams. He is currently registered with Ibkr Securities Services LLC and Interactive Brokers Corp. Jeffrey's focus is on providing comprehensive financial advice to clients.

Firm Information

Jeffrey O'Brien is currently registered with Ibkr Securities Services LLC. Ibkr Securities Services LLC is a Limited Liability Company formed in July 1996. It is approved and registered in Connecticut. The firm has one approved SEC registration and one approved state registration.

Not reported

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Jeffrey O'Brien’s Registration & Firm History

CT

02/16/2024 - Present

Ibkr Securities Services LLC (GREENWICH CT)

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Licenses & Designations

BC

Issued 04/05/2022

Series 4 - Registered Options Principal Examination

BC

Issued 12/15/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/02/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jeffrey Howard O'Brien.
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