Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor D'orio is a financial advisor with over five years of experience in the industry. Connor is registered with Charles Schwab & CO., Inc. in Florida and is licensed to provide investment advice in 22 states, including Florida, New York, California, Texas, and Washington. Connor is a Series 7, Series 66, and SIE licensed professional.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
08/12/2020 - Present
Charles Schwab & CO., Inc. (Vero Beach FL)
BOTH
Issued 05/06/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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