Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Mark Oconnor is a financial professional with over 20 years of experience in the industry. Matthew has a broad range of experience having worked with firms such as Edward Jones, UBS Financial Services, and Morgan Stanley. Currently, Matthew is a Registered Representative with Fifth Third Securities, Inc. Matthew has a variety of financial planning and investment management experience including individual and business portfolio management as well as financial planning for individuals. Matthew is registered to provide investment advisory services in several states including South Carolina, North Carolina, Virginia, and Georgia.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
SC
09/12/2024 - Present
Fifth Third Securities, Inc. (TAYLORS SC)
NC
10/05/2006 - 02/21/2023
VALIC FINANCIAL ADVISORS, INC. (GREENSBORO NC)
NC
02/06/2006 - 09/06/2006
EDWARD JONES (CANDLER NC)
DE
08/16/2005 - 02/07/2006
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NJ
11/08/2004 - 04/28/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
06/14/2004 - 11/03/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
08/14/2000 - 06/04/2004
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
02/04/2000 - 08/24/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 7/7/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/18/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 4/8/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 2/3/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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