Unclaimed
Connor Hausauer is a registered investment advisor representative with Edward Jones. Connor is based in BOZEMAN, MT. Connor holds the Series 7TO, SIE and Series 66 licenses. Connor has been in the financial services industry since September 11, 2023. Connor has experience in the financial services industry working at Edward Jones and previous experience working at Bozeman Schools, Bozeman Site Services, Montana State Golf Association, Titleist Golf Company, City of Bozeman and Carroll College.
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.
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.
See schedule d - miscellaneous
1
2
MT
02/05/2024 - Present
Edward Jones (BOZEMAN MT)
BOTH
Issued 10/02/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/15/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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