Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor McCann is a financial professional with Charles Schwab & Co., Inc. Connor specializes in financial planning, as well as providing advice and referrals for other advisors. Connor works out of the Lone Tree, Colorado office and is registered with the Securities and Exchange Commission (SEC) and FINRA, as well as in 51 states. Connor holds the Series 63, Series 7TO, Series 9 and Series 10 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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CO
08/29/2022 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
BC
Issued 09/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/15/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/24/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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