Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan O'Connell is a financial advisor with LPL Financial LLC. Ryan has been in the financial services industry since February 2003. Ryan's experience spans multiple firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Keegan & Company, Inc. Ryan has a broad range of experience in the industry, and is registered with the state of Illinois and Texas as a Registered Representative and Investment Advisor Representative. Ryan holds the Series 6, 7, 63, and 65 licenses. Ryan is an experienced financial advisor who can help you with a variety of financial needs, including financial planning, portfolio management, and retirement planning.
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
03/21/2019 - Present
LPL Financial LLC (BLOOMINGTON IL)
IL
09/17/2010 - 03/22/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMINGTON IL)
IL
01/22/2007 - 09/17/2010
MORGAN KEEGAN & COMPANY, INC. (BLOOMINGTON IL)
IL
04/11/2006 - 02/06/2007
EAGLE ONE INVESTMENTS, LLC (NORMAL IL)
IL
02/17/2003 - 04/06/2006
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 07/26/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/14/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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