Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam James O'Connell is a financial advisor with over 25 years of experience in the financial services industry. William is currently registered with The Wealth Consulting Group and Sovran Advisors, LLC. Prior to that, William was employed with MetLife Securities Inc., Metropolitan Life Insurance Company, and Hornor, Townsend & Kent, Inc. William holds Series 6, 7, 63, and 66 licenses, as well as the SIE exam. William specializes in financial planning, pension consulting, and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
CA
10/14/2020 - Present
THE Wealth Consulting Group (SAN DIEGO CA)
CA
01/18/2002 - 11/19/2014
METLIFE SECURITIES INC. (SAN DIEGO CA)
CA
01/18/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SAN DIEGO CA)
PA
07/07/1995 - 01/31/2002
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
BOTH
Issued 08/29/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/06/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Oconnell is the right advisor for you? Invested Better is here to help.
