Cfp Chris O'connor
Specialties: My primary focus and area of expertise is investment management and, specifically, tactical asset allocations. Every... | 209 Forge Road, Aspen, United States
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Cfp Chris O'connor’s Emails ch****@ra****.com
Cfp Chris O'connor’s Phone Numbers No phone number available.
Social Media
Cfp Chris O'connor’s Location 209 Forge Road, Aspen, United States
Cfp Chris O'connor’s Expertise Specialties: My primary focus and area of expertise is investment management and, specifically, tactical asset allocations. Every client needs investment management. My goal is to provide solid investment results with sound risk management. Additionally, I specialize in wealth management solutions for high net worth individuals; alternative investments, hedging strategies, structured products, tax efficient strategies, charitable gifting, trusts, estate planning and life insurance/annuities. There is no assurance that any strategy will ultimately be successful or profitable nor protect against any loss. Investing involves risk and investors may incur a profit or loss regardless of the strategy selected. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.
Cfp Chris O'connor’s Current Industry Raymond James Financial Services Inc Member Finrasipc
Cfp
Chris O'connor’s Prior Industry
Tucker Anthony Sutro
|
Sonic Trading
|
Bannockburn Partners
|
Raymond James Financial Services Inc Member Finrasipc
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Work Experience
Raymond James Financial Services Inc Member Finrasipc
CERTIFIED FINANCIAL PLANNER™, practitioner
Mon Aug 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Bannockburn Partners
Institutional Equity Salesman and Trader
Thu Jan 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Dec 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time)
Sonic Trading
Proprietary Equity Trader and Day Trader
Wed Jan 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Dec 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time)
Tucker Anthony Sutro
Institutional Equity Sales-Trading Assistant / Clerk
Sat Jan 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Dec 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Cfp Chris O'connor Email Addresses
FAQ About Cfp Chris O'connor
-
Cfp Chris O'connor is located at
209 Forge Road, Aspen, United States -
Cfp Chris O'connor is a
Specialties: My primary focus and area of expertise is investment management and, specifically, tactical asset allocations. Every client needs investment management. My goal is to provide solid investment results with sound risk management. Additionally, I specialize in wealth management solutions for high net worth individuals; alternative investments, hedging strategies, structured products, tax efficient strategies, charitable gifting, trusts, estate planning and life insurance/annuities. There is no assurance that any strategy will ultimately be successful or profitable nor protect against any loss. Investing involves risk and investors may incur a profit or loss regardless of the strategy selected. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Raymond James Financial Services Inc Member Finrasipc -
Cfp Chris O'connor currently works in the
Raymond James Financial Services Inc Member Finrasipc -
Cfp Chris O'connor specializes in
Specialties: My primary focus and area of expertise is investment management and, specifically, tactical asset allocations. Every client needs investment management. My goal is to provide solid investment results with sound risk management. Additionally, I specialize in wealth management solutions for high net worth individuals; alternative investments, hedging strategies, structured products, tax efficient strategies, charitable gifting, trusts, estate planning and life insurance/annuities. There is no assurance that any strategy will ultimately be successful or profitable nor protect against any loss. Investing involves risk and investors may incur a profit or loss regardless of the strategy selected. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. -
Cfp Chris O'connor speaks the following languages:
No languages available. -
Cfp Chris O'connor has prior experience in the following industries:
Bannockburn Partners , Sonic Trading , Tucker Anthony Sutro -
Cfp Chris O'connor has the following professional experience:
Raymond James Financial Services Inc Member Finrasipc , Bannockburn Partners , Sonic Trading , Tucker Anthony Sutro . -
You can view Cfp Chris O'connor’s
LinkedIn profile at LinkedIn URL. -
Cfp Chris O'connor’s work email addresses are
chris'[email protected] . -
Cfp Chris O'connor works at
Raymond James Financial Services Inc Member Finrasipc
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