Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Dillon Delaney is a financial advisor with LPL Financial LLC and has been in the industry since February 2020. Connor holds Series 66, Series 7TO and SIE licenses, and is registered as an Investment Advisor Representative in Maryland and Texas. Connor provides financial planning, portfolio management, and consulting services to clients in the Columbia, MD area. Connor Dillon Delaney has previous experience with AVANTAX INVESTMENT SERVICES, INC., and Bell, Frech & Jacobs, LLC.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
05/23/2023 - Present
LPL Financial LLC (COLUMBIA MD)
MD
02/27/2020 - 12/06/2021
AVANTAX INVESTMENT SERVICES, INC. (COLUMBIA MD)
BOTH
Issued 06/22/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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