Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor McKenna is a financial advisor who has been in the industry since March 2022. Connor is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has offices in Salt Lake City, Utah. Connor has a strong background in financial services, having held previous positions with Bank of America, E*TRADE, Royal Broadcast Group and Real Salt Lake. Connor is a Series 66, Series 7TO and SIE licensed professional and has a strong understanding of the financial markets. Connor can help clients with a wide range of financial needs, including retirement planning, investment management, and estate planning.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
UT
06/21/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SALT LAKE CITY UT)
BOTH
Issued 04/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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