Nicholas O'Connor

Nicholas O'Connor

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location of Nicholas O'ConnorGreater Philadelphia

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  • Timeline

  • About me

    Helping hardworking professionals achieve their financial goals

  • Education

    • Penn State University

      -
      Bachelor of Science - BS Science: Biological Sciences and Health Professions 3.63 BCPM

      Activities and Societies: College of HHD Undergraduate Student Council: Treasurer Alpha Epsilon Delta (ΑΕΔ): Pre-Health Honors Society

  • Experience

    • Tristate Financial Advisors

      Oct 2023 - now

      At Tristate Financial, we've completely reinvented the concept of financial advice to take you and your financial future to a whole new level. Unlike most advisors, we go above and beyond the traditional focus on your personal and financial life. We also consider an additional, more important driver of your financial picture--your profession. Years of research and experience have taught us that your profession--what you do, where you do it and how you do it--has the greatest influence on your finances and future. That's why we've designed it as the core foundation of our proven Advisory Model. With one of the largest financial networks in the country, our integrated platform of services helps put your financial picture into better focus. "Securities offered through TWS Securities, broker dealer, FNRA/MSRB/SIPC, Florida Financial Advisors is a Registered Investment Advisory firm in the state of FL." Show less

      • Associate Manager

        Jan 2025 - now
      • Junior Financial Consultant

        Oct 2023 - Jan 2025
  • Licenses & Certifications

    • Series 65

      FINRA
    • Securities Industry Essentials (SIE)

      FINRA
    • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities

      Pennsylvania Insurance Department
    • Series 6

      FINRA
    • Series 63

      FINRA