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 advisor registered with PFG Private Wealth Management, LLC. Michael has been in the industry since 2018, and is registered in Florida. Michael earned his Uniform Investment Adviser Law Examination license in May of 2024. Michael also has experience in insurance and offers independent insurance agent services.
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.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
FL
09/19/2024 - Present
PFG Private Wealth Management, LLC (LUTZ FL)
Active
Inactive
Not sure Michael Oconnell is the right advisor for you? Invested Better is here to help.
