Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Henkle is a financial advisor associated with Fidelity Personal and Workplace Advisors, located in Carmel, Indiana. Connor has been in the financial industry for 4 years and has a proven track record of success in serving a diverse client base. Connor holds multiple industry licenses and certifications, including the Series 63, 66, 7TO, 9, and 10 exams. Connor is also a Registered Investment Advisor (RIA) in Arizona and Texas. Connor is passionate about helping individuals and families reach their financial goals, offering comprehensive financial planning and investment management services. Connor is dedicated to building long-lasting relationships with clients and providing personalized advice to meet their unique needs.
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.
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
IN
11/25/2022 - Present
Fidelity Personal AND Workplace Advisors (CARMEL IN)
IN
07/19/2019 - 01/13/2022
CHARLES SCHWAB & CO., INC. (Indianapolis IN)
BOTH
Issued 07/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/23/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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