Unclaimed
Conner Fred Wagstaff is a financial advisor who has been in the industry since November 1990. Currently, Conner is associated with FN Realty Advisors LLC and Envestnet Securities, Inc.. Conner is a Series 27, Series 99TO, and SIE licensed professional and has worked for a number of firms including PRAXESS SECURITIES, LLC, CBOE PRIVATE MARKETS, CAMPBELL FINANCIAL SERVICES, LLC, SA STONE WEALTH MANAGEMENT INC., STONEX FINANCIAL INC., INTL CUSTODY & CLEARING SOLUTIONS INC., STERNE, AGEE & LEACH, INC., WRP INVESTMENTS, INC., CUSO PARTNERS, LLC, NOLLENBERGER CAPITAL PARTNERS INC., WACHOVIA SECURITIES, INC., and WACHOVIA SECURITIES, INC.. Conner has held previous registrations in a number of states including Tennessee, New York, Maryland, Alabama, Ohio, California, Missouri, and North Carolina.
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.
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.
1
2
NJ
01/25/2024 - Present
FN Realty Advisors LLC (RED BANK NJ)
TN
01/26/2024 - 08/12/2024
PRAXESS SECURITIES, LLC (NASHVILLE TN)
NY
07/01/2024 - 07/18/2024
CBOE PRIVATE MARKETS (NEW YORK NY)
MD
05/20/2022 - 07/29/2022
CAMPBELL FINANCIAL SERVICES, LLC (BALTIMORE MD)
AL
05/14/2009 - 12/31/2021
SA STONE WEALTH MANAGEMENT INC. (Birmingham AL)
AL
07/06/2017 - 04/07/2021
STONEX FINANCIAL INC. (BIRMINGHAM AL)
AL
05/19/2009 - 09/04/2018
INTL CUSTODY & CLEARING SOLUTIONS INC. (BIRMINGHAM AL)
AL
11/22/2002 - 07/12/2017
STERNE, AGEE & LEACH, INC. (Birmingham AL)
OH
01/15/2015 - 07/15/2016
WRP INVESTMENTS, INC. (YOUNGSTOWN OH)
AL
05/14/2009 - 02/21/2012
CUSO PARTNERS, LLC (BIRMINGHAM AL)
CA
04/07/2011 - 07/12/2011
NOLLENBERGER CAPITAL PARTNERS INC. (SAN FRANCISCO CA)
MO
06/15/2002 - 12/18/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
09/04/1990 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
BC
Issued 08/30/1990
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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