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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Arthur O'Connor is an investment advisor representative with Freedom Investment Management, Inc. John has been in the industry since 1982 and has experience in several firms. John is registered in Connecticut. John Arthur O'Connor is an investment advisor representative with Freedom Investment Management, Inc. and is located in Hartford, Connecticut.
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.
Guidance on pension options to ensure a secure financial future.
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.
Model provider/strategist
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.
Minimum monthly account fee
1
2
CT
12/12/2023 - Present
Freedom Investment Management, Inc. (HARTFORD CT)
CT
01/27/1998 - 05/30/2006
USI SECURITIES, INC. (GLASTONBURY CT)
MA
02/27/1998 - 07/06/1998
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
MA
05/01/1996 - 01/06/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
04/29/1996 - 01/06/1998
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
NA
10/06/1989 - 10/14/1996
G. R. PHELPS & CO., INC.
NA
02/24/1989 - 10/12/1989
RESOURCE BROKERAGE CORP.
NA
07/07/1988 - 10/20/1988
JONATHAN ALAN & CO., INC.
NA
10/20/1982 - 07/19/1988
NORTH AMERICAN INVESTMENT CORP.
IA
Issued 04/02/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2000
Series 27 - Financial and Operations Principal Examination
BC
Issued 11/20/1989
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/12/1987
Series 4 - Registered Options Principal Examination
BC
Issued 11/06/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/1986
Series 3 - National Commodity Futures Examination
BC
Issued 10/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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