Andrew O'connor (CRD# 2189035) is an Investment Advisor Representative working at Upside Lab Advisors Inc. in Huntington, NY and has over 14 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Upside Lab Advisors Inc. | Huntington, NY | Oct 2020 - Current | 3 |
Royal Alliance | Garden City, NY | Mar 2018 - Current | 6 |
Gateway Investments | Garden City, NY | Mar 2018 - Sep 2020 | 2 |
Scottrade | Commack, NY | Nov 2016 - Feb 2019 | 2 |
Scottrade Inc. | St. Louis, MO | Nov 2016 - Mar 2018 | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville, FL | Dec 2015 - Sep 2016 | < 1 |
Merrill Edge | Jacksonville, FL | Nov 2015 - Sep 2016 | < 1 |
E&j Securities Corp. | New York, NY | Jan 2013 - Dec 2015 | 2 |
E And J Securities | New York, NY | Oct 2009 - Nov 2015 | 6 |
Lek Securities Corp. | New York, NY | May 2011 - Oct 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2009 |
S66 | NASAA Uniform Combined State Law Examination | Jun 2017 |
- NY
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts6ACCOUNTS
-
Average Account Value$282,367
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
NY
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