Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cameron? Claim Your ProfileCameron P. Connolly is a registered Investment Advisor Representative with Epiq Capital Group, LLC. Cameron is a financial professional with experience in the investment industry. Cameron previously worked with UBS Financial Services Inc. in Boston, MA. Cameron holds a Series 7, Series 66 and SIE licenses and is currently registered in California. Cameron has specialized expertise in managing investments for high-net-worth individuals, pooled investment vehicles, and businesses.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
08/29/2023 - Present
Epiq Capital Group, LLC (SAN FRANCISCO CA)
MA
11/23/2015 - 05/22/2023
UBS FINANCIAL SERVICES INC. (BOSTON MA)
BOTH
Issued 05/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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