Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Austin Mathews is a financial advisor registered with Fidelity Personal And Workplace Advisors. Connor has been working in the financial services industry since August 2022. Connor holds a Series 66, Series 7TO and SIE license. Connor is licensed and registered in several states including Virginia, Texas and others. Connor specializes in working with high net worth individuals, pension and profit-sharing plans, and individuals other than high net worth. Connor's office is located at 4500 MAIN STREET SUITE 100 in VIRGINIA BEACH, VA.
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.
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.
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.
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VA
02/17/2023 - Present
Fidelity Personal AND Workplace Advisors (VIRGINIA BEACH VA)
BOTH
Issued 10/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/27/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/05/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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