Unclaimed
Connor Thomas Prendergast is a financial consultant at Florida Financial Advisors, LLC. Connor has been in the industry since 2014 and has a Series 65 license. Connor's areas of expertise include Financial Planning, Pension Consulting, and Selection of Other Advisors. Connor's current registrations are in Florida and South Carolina. Connor provides financial advice for individuals and businesses. Connor's firm, Florida Financial Advisors, LLC is a Registered Investment Advisor firm based in Tampa, Florida. Connor is a member of the firm's Charleston, South Carolina branch.
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.
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.
2% of net worth or assets for financial planning clients
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2
SC
11/27/2024 - Present
Florida Financial Advisors, LLC (Mount Pleasant SC)
Active
Inactive
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