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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Patrick O'Connell is a financial advisor with Fiducient Advisors LLC. O'Connell has been in the industry since 2013 and has held previous positions at Goldman Sachs & Co., MBSC Securities Corporation, and Foreside Fund Services, LLC. O'Connell is a Chartered Financial Analyst and has a strong background in providing investment consulting services for individuals and non-profit organizations. Kevin Patrick O'Connell is registered with the state of Massachusetts as an Investment Advisor Representative.
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.
Investment consulting for individuals and non profit organizations
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
02/07/2023 - Present
Fiducient Advisors LLC (CHICAGO IL)
MA
02/14/2017 - 02/01/2022
FORESIDE FUND SERVICES, LLC (Boston MA)
MA
12/14/2015 - 11/03/2016
GOLDMAN, SACHS & CO. (BOSTON MA)
MA
08/09/2013 - 09/29/2015
MBSC SECURITIES CORPORATION (BOSTON MA)
BC
Issued 08/28/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2013
Series 3 - National Commodity Futures Examination
BC
Issued 08/09/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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