Unclaimed
Ryan O'Connor is a financial advisor with over 15 years of experience in the industry. Ryan is currently registered with LPL Financial LLC and is a Certified Financial Planner. Ryan has experience working with individuals, families, businesses, and retirement plans. Prior to joining LPL Financial LLC, Ryan worked with MML Investors Services, LLC and MSI Financial Services, Inc. Ryan 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.
Guidance on pension options to ensure a secure financial future.
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.
Consulting and other non-discretionary advisory services
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
05/17/2018 - Present
LPL Financial LLC (DOWNERS GROVE IL)
IL
03/25/2017 - 05/10/2018
MML INVESTORS SERVICES, LLC (DOWNERS GROVE IL)
IL
06/15/2007 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DOWNERS GROVE IL)
IL
06/15/2007 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DOWNERS GROVE IL)
IA
Issued 08/27/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/14/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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