Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Dugan is a financial professional with over eight years of experience in the financial services industry. Connor has a Series 6 license and has held registrations in multiple states. Connor is currently registered with Investment Distributors, Inc. and provides services to clients in Louisiana. Connor's career has included roles with Concourse Financial Group Securities, Inc., Transamerica Capital, Inc., The Leaders Group, Inc., VOYA Financial Advisors, Inc., and Private Client Services, LLC.
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.
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.
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2
KY
01/03/2022 - Present
Investment Distributors, Inc. (Covington KY)
AL
11/01/2021 - 01/03/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (BIRMINGHAM AL)
CO
09/10/2018 - 10/05/2021
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CO
01/03/2017 - 08/14/2018
THE LEADERS GROUP, INC. (LITTLETON CO)
NJ
04/24/2015 - 12/26/2016
VOYA FINANCIAL ADVISORS, INC. (FREEHOLD NJ)
NJ
01/25/2013 - 11/25/2013
PRIVATE CLIENT SERVICES, LLC (RARITAN NJ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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