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John Patrick Oreilly

THE Leaders Group, Inc.

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About John Patrick Oreilly

John Patrick Oreilly is a financial professional with over 20 years of experience in the industry. He is currently registered with The Leaders Group, Inc. in Littleton, CO. John has a wide range of experience, having worked for several firms including Pruco Securities, LLC., ING Financial Partners, Inc., and Tower Square Securities, Inc. John is licensed to provide securities advice and services in Colorado and has a Series 6, Series 63, and SIE license.

Firm Information

John Oreilly is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

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.

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John Oreilly’s Registration & Firm History

CO

04/09/2018 - Present

THE Leaders Group, Inc. (LITTLETON CO)

NJ

07/08/2014 - 02/05/2018

PRUCO SECURITIES, LLC. (NEWARK NJ)

CO

06/25/2012 - 07/08/2014

THE LEADERS GROUP, INC. (LITTLETON CO)

NY

08/03/2010 - 08/01/2011

ING FINANCIAL PARTNERS, INC. (SCHENECTADY NY)

CA

01/03/2005 - 07/28/2010

TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)

CA

04/24/2002 - 12/31/2004

TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)

CT

05/17/2000 - 09/28/2001

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

WI

12/16/1997 - 05/11/2000

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

WI

12/16/1997 - 04/20/2000

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 01/27/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/06/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/1997

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 Patrick Oreilly.
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