Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Conner has been in the financial services industry since 1986 and currently works at J. W. Cole Advisors, Inc.. Christopher has a strong background in the financial services industry, having worked at several firms in the past including VALIC Financial Advisors, Inc., The Variable Annuity Marketing Company, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and JW Charles Securities, Inc.. Christopher has a Series 7, Series 24, Series 63, and Series 65 licenses as well as the SIE designation. Christopher holds the designation of Certified Financial Planner. Christopher is registered to provide investment advice in Alabama, Alaska, Colorado, Florida, Georgia, Minnesota, Pennsylvania, Texas, Utah, and Washington. Christopher is also registered as a Registered Representative in Florida. Christopher's firm, J. W. Cole Advisors, Inc. is a Registered Investment Advisor.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consulting
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.
1
2
FL
03/27/2006 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
TX
09/19/1997 - 04/05/2006
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
04/23/1990 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
NY
03/27/1989 - 02/03/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
12/09/1985 - 04/04/1989
JW CHARLES SECURITIES, INC.
BC
Issued 02/25/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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