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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 Fanney is an investment advisor representative with Clearstead Advisory Solutions. Connor has been in the industry since 2016. Connor holds a Series 7, Series 3, Series 57, and Series 63 license. Connor previously worked at Cantor Fitzgerald & Co. in New York, NY. Connor has specializations in investment consulting for 401(k), foundation & healthcare clients; investment research and due diligence; trust administration. Connor's firm specializes in portfolio management for individuals, businesses, and investment companies.
1100 SUPERIOR AVE EAST
CLEVELAND, OH 44114
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 for 401(k), foundation & healthcare clients; investment research and due diligence; trust administration
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.
A percentage of assets under advisement or flat fee
1
2
OH
04/25/2024 - Present
Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions (CLEVELAND OH)
NY
03/28/2016 - 03/16/2021
CANTOR FITZGERALD & CO. (NEW YORK NY)
IA
Issued 12/08/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2018
Series 57 - Securities Trader Exam
BC
Issued 11/21/2016
Series 3 - National Commodity Futures Examination
BC
Issued 03/28/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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