Daniel
Oconnell
Principal Securities, Inc
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About this Advisor
Daniel Oconnell is a financial advisor based in Addison, Texas, working with Principal Securities, Inc. Daniel has previously held positions at New England Securities, Metlife Securities Inc, Principal Life Insurance Company, Princor Financial Services Corp, Benefit Resource Group, Next Level Insurance LLC, and Principal Securities. Daniel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Daniel is part of Principal Securities, Inc, which operates out of Addison, Texas. The firm has 384 offices and 1,349 employees. The firm manages assets totaling $12.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Principal Securities, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Principal Securities, Inc Brokerage Details
$12,105,712,948
1,349
54,844
$220,730
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Daniel Oconnell Work History
Principal Life Insurance Company
Next Level Insurance LLC
Principal Securities
Princor Financial Services Corp
Benefit Resource Group
Metlife Securities Inc
New England Securities
Disclosures
Please visit the SEC profile of Daniel Oconnell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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