Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Beaverson O'Connor has been in the securities industry since December 2, 1994. William currently works at Northland Securities, Inc. and has a history of working in the industry with other firms such as Edward Jones, American Investors Group, Inc., Morgan Stanley DW Inc. and Dain Rauscher Incorporated. William specializes in working with individuals, high net worth individuals and charitable organizations. William provides services such as financial planning, portfolio management for individuals, and selection of other advisers, and has experience providing research services.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Research 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.
A percentage of the total value of assets under management is charged.
Negotiated
1
2
MN
07/22/2024 - Present
Northland Securities, Inc. (MINNEAPOLIS MN)
MO
09/12/2003 - 11/20/2003
EDWARD JONES (ST. LOUIS MO)
MN
12/17/2001 - 09/12/2003
AMERICAN INVESTORS GROUP, INC. (MINNETONKA MN)
NY
03/31/1998 - 12/19/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
03/02/1998 - 03/30/1998
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
11/15/1994 - 03/02/1998
DAIN RAUSCHER INCORPORATED
IA
Issued 06/13/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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