Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Breit is an investment advisor representative registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Connor is active in both broker-dealer and investment advisor capacities. Connor has been in the securities industry since October 7, 2021. Connor has passed the Series 66, Series 7TO, and SIE exams. Connor is registered in 34 states and 4 states as an investment advisor. Connor is also registered in the District of Columbia. Connor is a representative of Merrill Lynch, Pierce, Fenner & Smith Inc. in the state of Connecticut. Connor works at the Fairfield branch office. Connor's areas of specialization include: fixed income securities, mutual funds, variable annuities, variable life insurance and exchange traded funds.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
03/10/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FAIRFIELD CT)
BOTH
Issued 11/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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