Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor McKeen is a financial advisor with Principal Securities, Inc., registered in Minnesota. Connor has been in the industry since March 2018 and is currently registered in Minnesota, Oklahoma, Oregon, Texas, and Wisconsin. Connor has been with Principal Securities, Inc. since December 2018. Prior to that, Connor was with MML INVESTORS SERVICES, LLC from February 2018 to October 2018. Connor is also a licensed insurance agent. Connor specializes in financial planning, pension consulting, educational seminars, and selection of other advisers. Connor's clients include high-net-worth individuals, corporations, and individuals other than high-net-worth individuals. Connor's firm, Principal Securities, Inc., has been in business for over 100 years and has a strong reputation for providing quality financial advice.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
MN
12/13/2018 - Present
Principal Securities, Inc. (MINNETONKA MN)
MN
02/16/2018 - 10/30/2018
MML INVESTORS SERVICES, LLC (Minneapolis MN)
IA
Issued 10/03/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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