Unclaimed
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.
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.
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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2
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)
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
Active
Inactive
F
FINRA
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