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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaun? Claim Your ProfileShaun David O'Connor is a financial advisor in Conshohocken, PA. Shaun has been a registered representative in the securities industry since 2001. Shaun is currently registered with Equitable Advisors, LLC and Firstrust Financial Advisors. Shaun has experience with a variety of financial products and services, including life insurance, fixed annuities, and investment advisory services. Shaun has a strong track record of 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.
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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2
PA
10/21/2022 - Present
Equitable Advisors, LLC (CONSHOHOCKEN PA)
PA
07/06/2016 - 07/25/2016
MSI FINANCIAL SERVICES, INC. (PHILADELPHIA PA)
PA
07/11/2011 - 07/01/2016
METLIFE SECURITIES, INC (PHILADELPHIA PA)
PA
09/07/2010 - 07/12/2011
EQUITY SERVICES, INC. (MEDIA PA)
PA
06/02/2008 - 08/31/2010
FINANCIAL NETWORK INVESTMENT CORPORATION (CONSHOHOCKEN PA)
PA
06/27/2002 - 06/06/2008
PRINCOR FINANCIAL SERVICES CORPORATION (CONSHOHOCKEN PA)
NY
09/04/2001 - 06/25/2002
AXA ADVISORS, LLC (NEW YORK NY)
PA
04/11/2001 - 08/22/2001
SHAMROCK PARTNERS, LTD (MEDIA PA)
BOTH
Issued 10/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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