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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 Dolan is an investment advisor representative with Dynamic Wealth Advisors, a registered investment advisor firm with offices in Phoenix, AZ and Guilford, CT. Connor has been in the financial services industry since 2004 and holds Series 7, Series 63 and Series 66 licenses. Connor previously worked at Infinex Investments, Inc. and Morgan Stanley Smith Barney. Connor specializes in providing financial planning and investment management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
Personalized portfolio management to meet individual financial objectives.
Model portfolio adviser services for third party 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.
A percentage of the total value of assets under management is charged.
Asset-based and flat fees for model portfolio adviser services
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2
AZ
08/21/2019 - Present
Dynamic Wealth Advisors (PHOENIX AZ)
CT
10/12/2009 - 05/23/2016
INFINEX INVESTMENTS, INC. (GUILFORD CT)
CT
06/01/2009 - 06/26/2009
MORGAN STANLEY SMITH BARNEY (ESSEX CT)
CT
10/11/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ESSEX CT)
CT
09/15/2005 - 10/04/2007
A. G. EDWARDS & SONS, INC. (ESSEX CT)
FL
07/05/2004 - 10/20/2004
CAPITAL GROWTH FINANCIAL, LLC (BOCA RATON FL)
BOTH
Issued 03/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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