Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Darrell is an investment advisor representative with Wealthspire Advisors. Connor has been in the industry since 2015. Connor holds Series 63 and Series 65 securities licenses as well as Series 7 and SIE licenses. Connor is registered to provide investment advisory services in New Jersey and New York. Before joining Wealthspire Advisors, Connor was employed by VALLEY NATIONAL ADVISERS INC and VALLEY NATIONAL INVESTMENTS, INC. Connor specializes in providing investment advice to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. Connor also specializes in financial planning, pension consulting, and selection of other advisors.
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.
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
NY
03/30/2021 - Present
Wealthspire Advisors (NEW YORK NY)
PA
08/08/2015 - 06/08/2020
VALLEY NATIONAL INVESTMENTS, INC. (BETHLEHEM PA)
BC
Issued 09/19/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/01/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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