Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Oconnell is a financial professional with experience in the financial services industry. Michael is currently registered with Citizens JMP Securities, LLC in Boston, Massachusetts. Michael has previously held positions with CITIZENS CAPITAL MARKETS, ALANTRA, LLC, BB&T SECURITIES, LLC, MARCUM CRONUS PARTNERS LLC, and SANFORD C. BERNSTEIN & CO., LLC. Michael holds the Series 7, Series 63, Series 79, and SIE licenses.
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.
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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2
MA
08/01/2023 - Present
Citizens JMP Securities, LLC (BOSTON MA)
MA
12/05/2022 - 08/01/2023
CITIZENS CAPITAL MARKETS (BOSTON MA)
MA
03/23/2018 - 09/29/2022
ALANTRA, LLC (Boston MA)
MA
06/25/2014 - 03/19/2018
BB&T SECURITIES, LLC (BOSTON MA)
MA
09/07/2012 - 05/27/2014
MARCUM CRONUS PARTNERS LLC (BOSTON MA)
DC
04/02/2008 - 09/29/2010
SANFORD C. BERNSTEIN & CO., LLC (WASHINGTON DC)
BC
Issued 10/15/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2012
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 04/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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