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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 Charles Oconnor is a financial professional with over 20 years of experience in the financial services industry. John Charles Oconnor currently works for Vanguard Advisers, Inc., where they have been employed since March of 2014. Previously, John Charles Oconnor held positions at USAA Financial Advisors, Inc., Ameriprise Financial Services, Inc. and IDS Life Insurance Company. John Charles Oconnor is licensed to provide investment advice in Arizona and Texas. John Charles Oconnor specializes in working with individuals, high net worth individuals, and other investment advisors. John Charles Oconnor holds the following licenses and certifications: Series 66, Series 7, and SIE.
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.
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
AZ
03/10/2014 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
AZ
03/02/2010 - 02/28/2014
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
NE
07/19/2000 - 12/22/2009
AMERIPRISE FINANCIAL SERVICES, INC. (LINCOLN NE)
MN
07/19/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/02/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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