Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Michael Sturgess is a financial advisor with Level Four Advisory Services. Connor has been in the financial services industry since September 2018. He is registered with the state of Michigan to provide investment advice. Connor is also registered with FINRA as a Registered Representative and holds a Series 7 and Series 66 license. He is a member of Level Four Advisory Services, which has offices in Bloomfield Hills, MI and Dallas, TX. Level Four Advisory Services is a financial firm with approximately 121 registered representatives and 143 investment adviser representatives. The firm provides advisory services to a variety of client types, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Connor has experience providing financial planning, portfolio management, and selection of other advisors.
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.
Solicitor fees - portion of assets managed by other advisors
1
2
TX
04/01/2024 - Present
Level Four Advisory Services (DALLAS TX)
MI
01/15/2019 - 04/02/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Bloomfield Hills MI)
MI
09/22/2018 - 01/22/2019
FSC SECURITIES CORPORATION (BLOOMFIELD HILLS MI)
BOTH
Issued 02/03/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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