Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Schamblin is a registered Investment Advisor Representative with Clarity Capital Partners and has been in the industry since March 31st, 2023. Connor has experience with providing financial planning services, pension consulting, and portfolio management for businesses, individuals, and pooled investment vehicles. Connor has also completed the Series 66, SIE, and Series 7TO exams.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
04/01/2023 - Present
Clarity Capital Partners (NEWPORT BEACH CA)
BOTH
Issued 11/05/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2023
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2023
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
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