Unclaimed
Connor Payne is an investment advisor representative registered with Fifth Third Securities, Inc. Connor is active in both the securities and investment advisory industries in the state of Ohio. Connor specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. Connor holds a Series 63, 65, and 6TO license along with the SIE. Connor is a resident of Cincinnati, Ohio and has been in the financial services industry since 2023.
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.
Sponsor wrap fee 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.
A percentage of the total value of assets under management is charged.
1
2
OH
05/19/2024 - Present
Fifth Third Securities, Inc. (WEST CHESTER OH)
IA
Issued 05/17/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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