Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy O'Connell is an investment advisor representative with Blue SKY Capital Consultants Group, Inc., a registered investment advisor. Timothy has been in the industry since January 7, 1988. Timothy is registered with the state of California and holds Series 7, 24, 63 and 65 licenses, as well as the SIE. Timothy specializes in portfolio management for individuals, financial planning and pension consulting. Timothy is also a Certified Financial Planner.
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.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting
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.
Pension consulting fee
1
2
CA
01/01/2025 - Present
Blue SKY Capital Consultants Group, Inc. (POWAY CA)
OH
06/28/2019 - 01/25/2021
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
NY
05/23/2008 - 05/31/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
TN
12/10/2002 - 04/29/2008
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NASHVILLE TN)
MA
10/23/1996 - 10/08/2002
SELIGMAN ADVISORS, INC. (BOSTON MA)
MD
09/15/1992 - 10/18/1996
CONCORD FINANCIAL GROUP, INC. (BETHESDA MD)
NA
12/18/1989 - 09/03/1992
HOME LIFE INSURANCE COMPANY
CT
12/18/1989 - 09/03/1992
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
AZ
03/25/1987 - 12/21/1989
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
IA
Issued 12/24/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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