Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Tyson is an Investment Advisor Representative with Portfolio Medics, LLC. Connor has been in the financial services industry since 2000. Connor has a strong background in helping clients with a variety of financial needs, including financial planning, pension consulting, and portfolio management. Connor has a Series 7, Series 63, Series 31 and Series 65 licenses. Connor is also a Chartered Financial Consultant.
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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NY
12/11/2022 - Present
Portfolio Medics, LLC (Pleasantville NY)
NY
09/22/2016 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
NY
10/01/2012 - 09/15/2016
J.P. MORGAN SECURITIES LLC (CHAPPAQUA NY)
NY
01/28/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (THORNWOOD NY)
NJ
01/16/2009 - 12/17/2009
SECURITIES AMERICA, INC. (MONTVALE NJ)
NY
01/28/2005 - 12/03/2008
AMERIPRISE FINANCIAL SERVICES, INC. (HARRISON NY)
MN
01/28/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MO
02/27/2003 - 01/14/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
03/28/2001 - 12/10/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
02/08/2000 - 04/25/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 05/04/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 02/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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