Unclaimed
Connor Michael Stiscak is a financial advisor with Cetera Investment Advisers LLC. Connor has been in the financial industry for over two years and holds several licenses and certifications, including Series 7, 63, and 65. Connor has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Connor is also a Registered Investment Advisor (RIA) and provides financial planning services, including investment management and retirement planning. Connor has a strong understanding of the financial markets and a commitment to providing personalized service 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.
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.
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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2
IL
03/21/2024 - Present
Cetera Investment Advisers LLC (ORLAND PARK IL)
GA
12/15/2021 - 05/11/2023
PURSHE KAPLAN STERLING INVESTMENTS (Atlanta GA)
IA
Issued 4/4/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/13/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/1/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/15/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 7/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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