Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael O'Connor is a financial advisor with Fidelity Personal AND Workplace Advisors. Michael is a registered representative with FINRA and the state of New Jersey. Michael has been in the financial industry since 2012. Michael is also an Investment Advisor Representative and is registered with the state of Texas. Michael has experience in providing financial planning, portfolio management, and educational seminars to individual investors. Michael is committed to helping clients reach their financial goals.
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.
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.
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.
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MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NJ
10/17/2012 - 08/20/2013
MML INVESTORS SERVICES, LLC (BERNARDSVILLE NJ)
BOTH
Issued 09/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/05/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/16/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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