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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 Campbell Oconnell is a financial advisor who has been in the industry since 1995. John is currently registered with Fidelity Personal And Workplace Advisors in Columbus, Ohio. John is licensed in both the State of Ohio for both broker-dealer and investment advisory activities. John holds a Series 7, 6, 63, and 66 license as well as the Securities Industry Essentials (SIE) exam. Prior to joining Fidelity, John was associated with firms such as Delaware Distributors, L.P. and Lincoln Financial Distributors, Inc..
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.
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2
OH
07/11/2023 - Present
Fidelity Personal AND Workplace Advisors (COLUMBUS OH)
PA
01/05/2010 - 12/24/2020
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
PA
02/17/2006 - 12/31/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
FL
06/16/2004 - 02/14/2006
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
12/20/2002 - 06/08/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
TN
04/17/1997 - 10/15/2001
ALLIANCE FUND DISTRIBUTORS, INC. (NASHVILLE TN)
MA
07/29/1992 - 03/28/1997
STATE STREET RESEARCH INVESTMENT SERVICES, INC. (BOSTON MA)
IA
Issued 07/10/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/20/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/28/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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