Taylor Oconnell (CRD# 7739345) is an Investment Advisor Representative working at Eagle Strategies LLC in Perrysburg, OH and has 1 year of experience in the finance industry.
CRD# 2146399
Venture Visionary Partners LLC
CRD# 7039238
Munn Wealth Management, LLC
CRD# 4704559
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Perrysburg, OH | Mar 2024 - Current | < 1 |
| Nylife Securities LLC | Perrysburg, OH | Jul 2023 - Current | < 1 |
| New York Life Insurance Company | Perrysburg, OH | Jun 2023 - Current | < 1 |
| Self | Bluffton, OH | Apr 2017 - Current | 7 |
| Ace Hardware | West Jefferson, OH | Feb 2022 - Dec 2022 | < 1 |
| Amazon | Pataskala, OH | Sep 2019 - Feb 2022 | 2 |
| Bgsu | Bowling Green, OH | Aug 2018 - May 2021 | 2 |
| Fca | Toledo, OH | Oct 2018 - Sep 2019 | < 1 |
| Airstream | Jackson Center, OH | Apr 2017 - Oct 2018 | 1 |
| Umgc | Hyattsville, MD | Aug 2015 - May 2018 | 2 |
| Us Army | Bluffton, OH | Jun 2009 - Mar 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2023 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
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