Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Seifert is an investment advisor representative at McAdam LLC dba RetireUS. Connor has been with McAdam LLC since October 2021. Connor is also registered as an Investment Advisor Representative with the state of Maryland. Connor holds the Series 65 and SIE licenses.
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.
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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PA
01/20/2023 - Present
McAdam LLC (PHILADELPHIA PA)
IA
Issued 04/22/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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