Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon O'Connell is a financial advisor with LPL Financial LLC, a registered investment advisor, who has been in the industry since 2003. Shannon is licensed to provide financial advice in 24 states. Shannon has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Shannon is committed to providing personalized financial advice that helps her 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.
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NJ
09/08/2020 - Present
LPL Financial LLC (RED BANK NJ)
NJ
08/02/2005 - 09/15/2020
WELLS FARGO CLEARING SERVICES, LLC (FREEHOLD NJ)
MA
10/20/2004 - 06/30/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
10/15/2004 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MO
09/03/2003 - 09/13/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BC
Issued 09/05/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/02/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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