Unclaimed
Connor Davis is a financial advisor registered with MML Investors Services, LLC. Connor has been working in the financial industry since 2022. Connor is licensed to sell securities in 15 states including California, Florida, Georgia, Maryland, Michigan, Nevada, New Jersey, New York, North Carolina, Pennsylvania, Texas, Virginia, and the Virgin Islands. Connor holds Series 7, 66, and SIE licenses. Connor has also been an insurance broker for Guardian Life Insurance Company and Park Avenue Securities. Connor specializes in providing financial planning services, portfolio management, and asset allocation programs. Connor is committed to helping clients reach 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.
Asset allocation programs
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.
Solicitors fees
1
2
VA
10/05/2022 - Present
MML Investors Services, LLC (Norfolk VA)
BOTH
Issued 09/30/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Connor Davis is the right advisor for you? Invested Better is here to help.