Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Koza is a financial advisor with Cetera Investment Advisers LLC. Connor has been in the financial services industry since September 2020 and has a Series 7, Series 66 and SIE. Connor is also a Certified Financial Planner (CFP). Connor is registered in 17 states including Arizona, Florida, Illinois, Iowa, Kentucky, Minnesota, Missouri, Nebraska, Nevada, Ohio, Oklahoma, South Dakota, Tennessee, Texas, and Washington. Connor has experience working with individual clients, high-net-worth individuals, corporations and charitable organizations. Connor is committed to providing clients with personalized financial advice and guidance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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2
NE
08/10/2023 - Present
Cetera Investment Advisers LLC (OMAHA NE)
NE
09/24/2020 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (OMAHA NE)
BOTH
Issued 11/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 7/1/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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