Unclaimed
Conner Coghill is a registered representative with MM Ascend Life Investor Services, LLC, a firm with 12 employees, in Cincinnati, Ohio. Conner has been in the industry since October 2021. Conner has passed the Series 7TO, SIE, and Series 63 exams. Prior to MM Ascend Life Investor Services, LLC, Conner worked at Fidelity Brokerage Services LLC.
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.
Maintaining registration but not actively providing advisory services
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.
Maintaining registration but not serving clients
1
2
OH
06/12/2023 - Present
MM Ascend Life Investor Services, LLC (CINCINNATI OH)
KY
08/06/2021 - 03/31/2023
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BC
Issued 08/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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