Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Conner? Claim Your ProfileConner McGee is a financial advisor with Morgan Stanley, a well-known financial firm. Conner has been in the industry for over 20 years, having previously worked at NYLIFE SECURITIES LLC and UBS FINANCIAL SERVICES INC.. Conner McGee is licensed to provide financial advice in a number of states, including New York, New Jersey, Connecticut and Texas. Conner McGee's areas of specialization include asset allocation, financial planning, pension consulting, and portfolio management for individuals, businesses and investment companies. Conner McGee also offers educational seminars to clients.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
04/15/2020 - Present
Morgan Stanley (New York NY)
NY
03/21/2011 - 04/03/2015
NYLIFE SECURITIES LLC (NEW YORK NY)
NY
04/23/2009 - 03/22/2011
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
NJ
09/23/2002 - 04/02/2009
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 09/30/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2006
Series 3 - National Commodity Futures Examination
BC
Issued 09/21/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Conner McGee is the right advisor for you? Invested Better is here to help.
