Invested Better
Unclaimed

Unclaimed

Unclaimed

John Kevin O'Connell

Pacific Select Distributors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Kevin O'Connell

John Kevin O'Connell is a financial professional with over 20 years of experience in the industry. John is currently registered with Pacific Select Distributors, LLC and has been active in the field since October 27, 2003. John holds Series 6 and Series 63 licenses as well as the SIE exam. He is currently registered in Indiana and Illinois. John previously worked at PLANCO FINANCIAL SERVICES, LLC in Hartford, CT.

Firm Information

John O'Connell is currently registered with Pacific Select Distributors, LLC. Pacific Select Distributors, LLC is a Limited Liability Company formed in 2015 and is registered to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

490

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John O'Connell’s Registration & Firm History

CA

12/18/2006 - Present

Pacific Select Distributors, LLC (NEWPORT BEACH CA)

CT

10/27/2003 - 12/19/2006

PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)

Not sure if John Kevin O'Connell is right for you?

Licenses & Designations

BC

Issued 10/31/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/25/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Kevin O'Connell.
Not sure if John Kevin O'Connell is right for you?