Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Townsend is a Registered Representative (RR) and Investment Advisor Representative (IAR) currently associated with Eagle Strategies LLC. Connor is also an insurance broker operating under the DBA name of Third3rd Financial Partners LLC. Connor has been working in the securities industry since 2018 and is licensed in multiple states including Massachusetts, New Hampshire, Texas, Florida, California, Michigan, New York, North Carolina, and Rhode Island. Connor has a total of 9 years of industry experience and is licensed in the Series 6, 7, 63, and 65 exams. Connor is also registered with the Financial Industry Regulatory Authority (FINRA). Connor's firm, Eagle Strategies LLC, is a Registered Investment Adviser with a focus on providing a wide range of investment services including financial planning, portfolio management for individuals, publication of periodicals, 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.
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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2
MA
06/09/2022 - Present
Eagle Strategies LLC (ANDOVER MA)
IA
Issued 11/27/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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