Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Basil? Claim Your ProfileBasil Conroy has over 20 years of experience in the financial services industry. Basil is currently a registered representative of City National Securities, Inc. and is licensed to provide financial advice in California and New York. Basil has extensive experience in developing and implementing financial plans for individuals, families, businesses, and charitable organizations. Basil also offers portfolio management services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Mutual fund fees, broker fees & transaction fees
1
2
NY
03/29/2016 - Present
City National Securities, Inc. (NEW YORK NY)
NY
07/25/2014 - 02/04/2016
WELLS FARGO ADVISORS, LLC (NEW YORK NY)
NY
05/16/2011 - 07/02/2014
WELLS FARGO ADVISORS, LLC (NEW YORK NY)
NY
02/02/2009 - 10/20/2010
MBSC SECURITIES CORPORATION (NEW YORK NY)
NY
06/14/2005 - 09/05/2007
BNY INVESTMENT CENTER INC. (NEW YORK NY)
NY
07/18/1996 - 04/12/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
TX
05/04/1993 - 05/28/1996
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
NA
11/03/1992 - 04/14/1993
SWBC INVESTMENT COMPANY
NJ
07/15/1992 - 10/07/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
07/15/1992 - 10/07/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 05/23/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/23/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1995
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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