Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark O'Connell is a financial advisor with over 30 years of experience in the industry. Mark currently works with LPL Financial LLC, located in Crystal River, Florida. Mark has a broad range of experience in the financial industry, previously working with firms such as CROWN CAPITAL SECURITIES, L.P., BROOKSTONE SECURITIES, INC., FSC SECURITIES CORPORATION, and MARKET SECURITIES CORPORATION. Mark's expertise includes financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
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.
1
2
FL
05/01/2024 - Present
LPL Financial LLC (CRYSTAL RIVER FL)
FL
07/19/2012 - 05/01/2024
CROWN CAPITAL SECURITIES, L.P. (CRYSTAL RIVER FL)
FL
06/04/2009 - 06/20/2012
BROOKSTONE SECURITIES, INC. (CRYSTAL RIVER FL)
FL
04/30/1993 - 06/08/2007
FSC SECURITIES CORPORATION (CRYSTAL RIVER FL)
NA
04/17/1991 - 05/10/1993
MARKET SECURITIES CORPORATION
NC
07/22/1987 - 06/10/1991
HDA SERVICE CORPORATION (LITTLE SWITZERLAND NC)
BC
Issued 01/13/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mark O'Connell is the right advisor for you? Invested Better is here to help.
