Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Brandeen is a financial advisor registered with Fidelity Personal and Workplace Advisors. Connor has been in the financial services industry since 2021. Connor is licensed to offer investment advice in Connecticut, Florida, Maryland, Massachusetts, New Jersey, New York, Pennsylvania, Tennessee and Texas. Connor holds FINRA Series 7TO, 63, 66 and SIE licenses and has experience working with individuals, high net worth individuals, businesses and pension and profit sharing plans.
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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2
NY
07/16/2024 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
NJ
01/24/2024 - 06/03/2024
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MN
01/06/2022 - 10/23/2023
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
BOTH
Issued 01/12/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/05/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/09/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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