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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Dougherty Callahan is an active Registered Representative and Investment Advisor Representative. Connor has been working in the industry since November 10, 2013. Connor is registered with Wells Fargo Advisors Financial Network, LLC and has been with the firm since June 2020. Connor was previously employed by UBS Financial Services Inc. from November 11, 2013 to July 17, 2020. Connor holds the Series 66, Series 7, and SIE exams. Connor is registered in 24 states for broker-dealer activities and in two states for investment advisor activities. Connor's firm is based in St. Louis, MO and manages approximately $154 billion in assets.
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.
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.
Investment consulting services to institutional clients
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
KS
06/23/2020 - Present
Wells Fargo Advisors Financial Network, LLC (LEAWOOD KS)
MO
11/11/2013 - 07/17/2020
UBS FINANCIAL SERVICES INC. (KANSAS CITY MO)
BOTH
Issued 02/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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