Unclaimed
Connor Harmer is a registered representative with Equitable Advisors, LLC. Connor has been in the industry since August 2020. Connor is registered with the state of Ohio and has passed the Series 6TO and SIE exams. Connor is located at 1001 Lakeside Ave, Suite 1650, Cleveland, OH 44114 and provides financial planning, pension consulting, educational seminars and portfolio management for individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
OH
08/24/2020 - Present
Equitable Advisors, LLC (CLEVELAND OH)
BC
Issued 08/24/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Connor Harmer is the right advisor for you? Invested Better is here to help.