Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor McMillan is a financial professional with Hilltop Securities Inc. Connor has a broad range of experience in the financial services industry, with expertise in both securities and investment advisory services. Connor is a registered representative with FINRA and is licensed to sell securities in Texas. Connor holds the Series 7, Series 52, Series 63 and Series 50 licenses. Connor has been in the securities industry since October 2021. Connor's primary focus is on providing financial planning and portfolio management services to high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations. Connor works with clients to develop personalized financial plans and investment strategies that are designed to help them achieve their financial goals.
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.
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.
12b-1 fees
1
2
TX
10/15/2021 - Present
Hilltop Securities Inc. (DALLAS TX)
BC
Issued 02/10/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/15/2021
Series 52TO - Municipal Securities Representative Examination
BC
Issued 08/28/2021
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2018
Series 50 - Municipal Advisor Representative Qualification Exam
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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