Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Gallivan is a financial advisor with Newedge Advisors, with over 7 years of experience in the financial industry. Connor has held previous positions at Park Avenue Securities and Putnam Retail Management. Connor is registered with the state of Massachusetts as an Investment Advisor Representative. Connor's specializations include retirement planning, college savings, estate planning, and insurance. Connor is committed to providing personalized financial advice and guidance to help clients 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.
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.
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2
MA
07/14/2023 - Present
Newedge Advisors (BOSTON MA)
MA
01/20/2021 - 05/31/2023
PARK AVENUE SECURITIES LLC (NEEDHAM MA)
MA
08/02/2016 - 10/21/2020
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
IA
Issued 08/25/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/02/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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