Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Schene is a financial advisor with Wells Fargo Clearing Services, LLC, registered in Missouri, with a professional career spanning over five years. Connor has a broad scope of experience and holds several licenses including Series 63, 65, 7TO, 9, and 10. Connor has provided services for clients such as individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Their expertise extends to various areas, including investment consulting, financial planning, and portfolio management for businesses and individuals.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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
MO
04/08/2024 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
08/21/2019 - 02/02/2021
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
IA
Issued 04/08/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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