Invested Better
Unclaimed

Unclaimed

Unclaimed

Timothy Martin Oconnell

MFS Fund Distributors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Timothy? Claim Your Profile

About Timothy Martin Oconnell

Timothy Oconnell is a financial advisor with MFS Fund Distributors, Inc. Timothy has been in the financial services industry since 1999. Timothy has a Series 6, 7, 24, 26, 51, and 63. Timothy is registered in 53 states and the District of Columbia. Timothy is based in Boston, MA.

Firm Information

Timothy Oconnell is currently registered with MFS Fund Distributors, Inc.. MFS Fund Distributors, Inc. is a corporation formed on October 27, 1992. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

290

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Timothy Oconnell’s Registration & Firm History

MA

06/22/2004 - Present

MFS Fund Distributors, Inc. (BOSTON MA)

MA

10/22/1998 - 10/30/2003

MFS FUND DISTRIBUTORS, INC. (BOSTON MA)

Not sure if Timothy Martin Oconnell is right for you?

Licenses & Designations

BC

Issued 06/15/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/03/2012

Series 24 - General Securities Principal Examination

BC

Issued 09/28/2007

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 08/16/2007

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/14/2011

Series 7 - General Securities Representative Examination

BC

Issued 10/21/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy Martin Oconnell.
Not sure if Timothy Martin Oconnell is right for you?