Unclaimed
Connor Stacy is a registered representative with Bofa Securities, Inc. Connor has been in the securities industry since 2015 and is licensed in Texas. Connor has passed the Series 63, SIE, and Series 79 examinations. Connor's previous employment was with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in Houston, Texas. Connor is currently located at the Houston, Texas branch office of Bofa Securities, Inc.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
TX
05/10/2019 - Present
Bofa Securities, Inc. (HOUSTON TX)
TX
08/24/2015 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
BC
Issued 09/03/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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