Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Foy is a financial professional with over 8 years of experience in the industry. Connor is registered with Capital Client Group, Inc. and holds a Series 7TO, Series 63 and SIE licenses. Connor is also a Chartered Financial Analyst. Connor has experience working with Capital Group / American Funds Distributors, Inc. in Los Angeles, CA, Callan LLC in Denver, CO, PNC in Indianapolis, IN and Butler University in Indianapolis, IN.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
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2
IL
08/14/2024 - Present
Capital Client Group, Inc. (Chicago IL)
BC
Issued 08/16/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/30/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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