Company Information

Get to know o'connor fiduciary services

O'Connor Fiduciary Services is a specialized firm dedicated to providing professional fiduciary support to individuals and families. Founded by Karen O'Connor, a California Licensed Professional Fiduciary, the company acts in positions of trust, such as Trustee, Conservator of the Person and Estate, and Agent under Power of Attorney. Their mission is to offer ethical, professional, and compassionate management of their clients' personal and financial affairs, particularly for those who are unable to manage them independently due to age or disability.

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Financial Legal ServicePRIMARY
Financial Other Service

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o'connor fiduciary services

United States

Founded in

2011 (15 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(326 reviews)

United States

2008

(18 years)

Security Information :

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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.