Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Fernholz is an investment advisor representative with MML Investors Services, LLC. Connor has been in the financial services industry since 2018 and is registered in Florida, New Jersey and Pennsylvania. Connor also holds licenses as a life insurance agent and an insurance broker. Connor's firm, MML Investors Services, is a leading provider of financial services and has a strong track record of success. Connor provides financial planning and investment management services to individuals and families. Connor also specializes in working with businesses to develop and implement retirement plans. Connor is committed to providing his clients with personalized financial guidance and helping them achieve their financial goals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
PA
03/07/2019 - Present
MML Investors Services, LLC (NEWTOWN SQUARE PA)
MO
10/11/2018 - 01/03/2019
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 12/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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