Company Information

Get to know O'Connor Group of Visions Investment Services

The O'Connor Group, officially Visions Investment Services, LLC, is an independent financial services firm dedicated to helping individuals and businesses achieve their financial goals. Founded by Patrick O'Connor, the firm emphasizes a personalized approach to financial planning, investment management, retirement planning, estate planning, and insurance services. They operate as an SEC-registered investment adviser, with securities offered through Cadaret, Grant & Co., Inc. Their mission is to provide clients with customized strategies and guidance to build and preserve wealth.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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O'Connor Group of Visions Investment Services

United States

Founded in

1991 (35 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

IUX

(2,284 reviews)

Mauritius

2015

(10 years)

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Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.