Unclaimed
Connor McIntire is an investment banking professional with over six years of experience in the financial services industry. Connor currently holds a Series 7, Series 79, and Series 63 license and is registered with Moelis & Co. LLC in Texas. Connor has prior experience working at Guggenheim Securities, LLC and Citigroup Global Markets Inc. Connor has a strong understanding of the capital markets and has a proven track record of success in providing investment banking services to clients.
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
TX
01/30/2024 - Present
Moelis & Co. LLC (HOUSTON TX)
TX
09/20/2022 - 01/08/2024
GUGGENHEIM SECURITIES, LLC (Houston TX)
TX
10/21/2021 - 08/22/2022
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
TX
08/08/2016 - 12/17/2020
BMO CAPITAL MARKETS CORP. (HOUSTON TX)
BC
Issued 08/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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