Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Conner? Claim Your ProfileConner Edmundson Pugh is a financial advisor based in Richmond, Virginia, and is currently registered with Janney Montgomery Scott LLC. Conner Edmundson Pugh has been in the industry since January 2024 and holds the Series 7TO, Series 66, and SIE licenses. Connor Edmundson Pugh's firm, Janney Montgomery Scott LLC, has offices in Richmond, Virginia and specializes in providing financial planning, pension consulting, educational seminars, and selection of other advisors to individuals, corporations, and pension and profit-sharing plans.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
VA
04/29/2024 - Present
Janney Montgomery Scott LLC (Richmond VA)
BOTH
Issued 04/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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