Unclaimed
Connor McFarland is a financial advisor with Pimco Investments LLC in Newport Beach, CA. Connor McFarland has been in the industry since August 2018. Connor McFarland holds the Series 7, Series 63, and SIE licenses.
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.
1
2
CA
08/28/2018 - Present
Pimco Investments LLC (NEWPORT BEACH CA)
BC
Issued 12/19/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Connor McFarland is the right advisor for you? Invested Better is here to help.