Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Matlock is an investment advisor representative registered with Plante Moran Financial Advisors. Connor has been in the industry since August 2019. Connor is also a partial owner and manager of CMSV Properties, LLC, a real estate investment company. Connor holds a Series 65 license and is registered as an Investment Advisor Representative in Michigan. Connor specializes in providing financial planning, portfolio management for individuals and businesses.
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.
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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MI
09/09/2021 - Present
Plante Moran Financial Advisors (East Lansing MI)
IA
Issued 09/09/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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