Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Brooks Anderson is a financial advisor with Charles Schwab & Co., Inc. Connor joined Charles Schwab & Co., Inc. in August 2020. Connor previously worked at Edward Jones from August 2016 to July 2020 and at Wells Fargo Advisors Financial Network, LLC from March 2015 to May 2016. Connor is registered to provide investment advice in 22 states and is also licensed in Missouri. Connor holds Series 66, Series 7 and SIE licenses. Connor specializes in financial planning and provides investment advisory services, wrap fee programs and referral services. Connor's office is located in Kansas City, Missouri.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
MO
09/15/2020 - Present
Charles Schwab & CO., Inc. (Kansas City MO)
MO
08/19/2016 - 07/31/2020
EDWARD JONES (PARKVILLE MO)
IL
03/10/2015 - 05/06/2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (STREATOR IL)
BOTH
Issued 5/12/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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