Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Chapais is a registered representative with Charles Schwab & CO., Inc., located in Portland, Oregon. Connor has been in the industry since July 4, 2018. Connor holds Series 7, Series 63, and Series 66 securities licenses. Connor's experience in the financial services industry includes experience at Charles Schwab Bank, Target, Shains of Maine and Ocean Jet Ski Rentals. Connor is registered in 26 states and the District of Columbia. Connor's specialties include financial planning and selecting other advisors for clients.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral 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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
OR
06/09/2020 - Present
Charles Schwab & CO., Inc. (Portland OR)
BOTH
Issued 06/09/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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