Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Patrick Cunningham is a financial professional with experience in the securities industry. Connor is registered with Charles Schwab & Co., Inc. and holds Series 63, Series 6TO, and SIE licenses. Connor has been in the industry since 2019, previously working with GWFS Equities, Inc. Connor is currently licensed in California and Colorado.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
02/19/2021 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
CO
09/30/2019 - 10/12/2020
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
BC
Issued 10/14/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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