Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Thomas Rowe is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lancaster, PA. Connor has been a licensed financial advisor since September 2021, and has Series 7TO, SIE, and Series 66 registrations. Connor also serves as an officer in the banking industry and is a coach for Penn Manor High School. Connor's specialties include financial planning, investment management for individuals and businesses, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
09/27/2021 - Present
Raymond James Financial Services Advisors, Inc. (Lancaster PA)
BOTH
Issued 09/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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