Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia O'Connor is a financial advisor with over 15 years of experience in the financial services industry. She has a wide range of experience in providing investment and insurance solutions to individuals, families, and businesses. She is currently registered with Osaic FA, Inc. and has previously held positions with MML Investors Services, LLC, MSI Financial Services, Inc., New England Securities, Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. Patricia has a strong commitment to providing personalized financial advice and helping clients achieve 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.
Retirement plan consulting services provided on a limited basis.
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
IL
08/31/2017 - Present
Osaic FA, Inc. (CHICAGO IL)
IL
03/25/2017 - 09/05/2017
MML INVESTORS SERVICES, LLC (CHICAGO IL)
IL
06/02/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHICAGO IL)
IL
07/01/2005 - 01/02/2015
NEW ENGLAND SECURITIES (CHICAGO IL)
IN
10/30/2003 - 05/09/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/30/2003 - 05/09/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 02/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Patricia O'Connor is the right advisor for you? Invested Better is here to help.
