Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Conner? Claim Your ProfileConner Hamilton Weber is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc.. Conner Weber has been in the financial industry since August 10, 2018, and is registered in Florida and Texas. Conner Weber has Series 7, 63, and 66 licenses as well as the Securities Industry Essentials (SIE) exam. Before joining Merrill Lynch, Conner Weber worked for Charles Schwab & Co., Inc. in Naples, Florida. Conner Weber specializes in providing investment advice to individuals, businesses, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, and state or municipal government entities. Conner Weber's firm Merrill Lynch, Pierce, Fenner & Smith Inc. manages over $1 trillion in client assets.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
10/20/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LAKELAND FL)
FL
07/27/2018 - 05/16/2022
CHARLES SCHWAB & CO., INC. (Naples FL)
BOTH
Issued 07/07/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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