Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Conan? Claim Your ProfileConan Porter is a financial advisor with over 30 years of experience in the industry. Conan has a wide range of experience, having worked at several firms before joining Charles Schwab & CO., Inc. in 2021. Conan holds several licenses and designations including the Series 7, Series 24, Series 4, Series 53, and Series 63. Conan is a Certified Financial Planner and is registered with the state of Nevada as a broker-dealer and 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NV
08/24/2021 - Present
Charles Schwab & CO., Inc. (Reno NV)
CT
01/23/2020 - 05/12/2021
WAYPOINT DIRECT INVESTMENTS, LLC (STAMFORD CT)
CA
06/06/2019 - 12/02/2019
JCC ADVISORS, LLC (LAGUNA NIGUEL CA)
NY
05/03/2017 - 05/03/2019
FDX CAPITAL LLC (NEW YORK NY)
CO
05/20/2013 - 05/02/2017
NORTHSTAR SECURITIES, LLC (GREENWOOD VILLAGE CO)
CA
02/19/2013 - 05/20/2013
ATEL SECURITIES CORPORATION (SAN FRANCISCO CA)
CA
01/07/2011 - 10/04/2012
LEGG MASON INVESTOR SERVICES, LLC (SAN MATEO CA)
MO
07/08/2004 - 01/14/2011
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
IL
03/10/2000 - 07/30/2004
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
OH
05/28/1996 - 02/25/2000
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
TX
04/03/1991 - 08/18/1995
SWIFT ENERGY MARKETING COMPANY (HOUSTON TX)
CO
12/17/1990 - 04/16/1991
ENDEAVOR GROUP (DENVER CO)
TX
05/21/1987 - 12/03/1990
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 06/15/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/1987
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/16/1987
Series 4 - Registered Options Principal Examination
BC
Issued 08/27/1987
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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