Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Glade Kiffer is a registered Investment Advisor Representative with Fisher Investments. Connor has been active in the financial services industry since January 2023. Connor holds the Series 66 and 63 licenses, as well as the Series 7TO and SIE licenses. Connor previously worked at Charles Schwab & Co., INC..
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
06/18/2024 - Present
Fisher Investments (PLANO TX)
TX
01/18/2023 - 05/17/2024
CHARLES SCHWAB & CO., INC. (Westlake TX)
BOTH
Issued 04/04/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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