Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Wagoner is a financial advisor with Cetera Investment Advisers LLC. Connor has been in the industry since April 2023 and has earned both Series 63 and 65 licenses as well as the Series 7TO and SIE exams. In addition to Cetera, Connor is also affiliated with FSA Advisors LLC as a Client Service Associate. Connor's background includes roles at Lowe's, BOD Financial Group LLC, Sanctuary Wealth, Northwestern Mutual, and Indiana University. Connor's experience combined with the resources of Cetera Investment Advisers LLC makes Connor well positioned to assist clients with their financial planning 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.
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
IN
07/14/2023 - Present
Cetera Investment Advisers LLC (Carmel IN)
IA
Issued 7/8/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/6/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 3/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Connor Wagoner is the right advisor for you? Invested Better is here to help.
