Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Conner? Claim Your ProfileConner Darsee is a financial advisor in Mansfield, Ohio. Conner has been in the financial industry since January 8, 2021. Conner is a registered representative of Cetera Investment Advisers LLC and is licensed to sell securities in Ohio. Conner is also a registered investment advisor representative with Cetera Investment Advisers LLC and is licensed to provide investment advice in Ohio. Conner has a Series 7TO and SIE license. Conner has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Conner provides financial planning, portfolio management, and other financial services to clients. In addition to providing financial services, Conner also provides assistance to clients opening traditional banking deposits.
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.
Guidance on pension options to ensure a secure financial future.
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.
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
OH
12/10/2022 - Present
Cetera Investment Advisers LLC (MANSFIELD OH)
OH
01/08/2021 - 12/09/2022
INFINEX INVESTMENTS, INC. (MANSFIELD OH)
BC
Issued 01/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/19/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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