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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 Patrick O'Connor is a financial advisor with over 17 years of experience in the financial services industry. John Patrick O'Connor is currently registered with LPL Financial LLC and has held previous positions with Commonwealth Financial Network, NFP Advisor Services, LLC, MetLife Securities Inc., Metropolitan Life Insurance Company, Chase Investment Services Corp. and Foresters Equity Services, Inc. John Patrick O'Connor is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6, 7, 63, and 65 licenses. John Patrick O'Connor provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses. John Patrick O'Connor is dedicated to helping clients achieve their financial goals.
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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
01/24/2025 - Present
LPL Financial LLC (ROCKFORD IL)
IL
04/30/2015 - 09/19/2022
COMMONWEALTH FINANCIAL NETWORK (Rockford IL)
IL
06/14/2013 - 05/01/2015
NFP ADVISOR SERVICES, LLC (ROCKFORD IL)
IL
02/23/2007 - 06/17/2013
METLIFE SECURITIES INC. (ROCKFORD IL)
IL
02/23/2007 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (LOVES PARK IL)
WI
02/23/2006 - 02/22/2007
CHASE INVESTMENT SERVICES CORP. (JANESVILLE WI)
IL
05/10/2005 - 02/13/2006
FORESTERS EQUITY SERVICES, INC. (SCHAUMBURG IL)
IA
Issued 07/29/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/09/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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