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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Vlahos is an investment advisor representative with Kovitz Investment Group Partners, LLC. Connor has been working in the financial services industry since 2012. Connor has a strong background in providing financial advice to individuals, families, and businesses. Connor's experience includes working at Fidelity Investments, E*TRADE Securities LLC, and Morgan Stanley. Connor is registered with the state of Texas and holds the Series 7, Series 63, Series 66, and SIE licenses. Connor is dedicated to providing personalized financial advice and helping clients achieve their financial goals.
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.
Credit, cash and insurance solutions, family office services, corporate executive 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.
Set rates for specific services, regardless of time or assets managed.
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.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
TX
06/03/2024 - Present
Kovitz Investment Group Partners, LLC (Dallas TX)
TX
01/12/2023 - 08/15/2023
MORGAN STANLEY (Dallas TX)
TX
11/01/2017 - 08/14/2023
E*TRADE SECURITIES LLC (Dallas TX)
TX
12/19/2013 - 11/07/2017
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
TX
01/29/2013 - 11/08/2013
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 12/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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