Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Allen is a financial professional with over 6 years of experience in the industry. Connor is currently registered with J.P. Morgan Securities LLC, a well-established financial services firm, and has been registered as a broker-dealer and an investment advisor. Connor holds the Series 7, 86, 87 and 63 licenses and the SIE designation. Connor is registered in all states for the sale of securities and investment advisory services.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
01/09/2023 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
08/22/2016 - 06/05/2019
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BC
Issued 01/09/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2023
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/29/2022
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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