Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor James Roberts is a financial advisor registered with Vanguard Advisers, Inc., based in Scottsdale, Arizona. Connor is a registered investment advisor and holds the Series 66, Series 7, and Series 7TO licenses. Connor has been in the financial industry for over 5 years and has experience working with clients of all types, including individuals, families, and businesses. Connor works with clients to create personalized financial plans and manage their investments. Connor previously worked with Edward Jones and prior to that with the Daden Group. Connor has a background in business and has worked at Arizona State University. Connor has a commitment to providing clients with the highest level of service and expertise.
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.
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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AZ
12/12/2021 - Present
Vanguard Advisers, Inc. (Scottsdale AZ)
IA
11/02/2016 - 07/03/2018
EDWARD JONES (DUBUQUE IA)
BOTH
Issued 12/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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