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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor McLean is an Investment Advisor Representative at United Capital Financial Advisors. Connor has been in the industry since January 2013 and has held previous roles at Bank of New York Mellon. Connor is registered in Pennsylvania and Texas. Connor specializes in retirement, college savings, investment management, and financial planning. Connor is also a Registered Investment Advisor and has passed the Uniform Investment Adviser Law Examination.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser for other investment advisers
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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PA
03/16/2021 - Present
United Capital Financial Advisors (PITTSBURGH PA)
IA
Issued 01/30/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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