Unclaimed
Connor Zimmer is a financial advisor registered with Rooted Wealth Advisors. Connor has been in the financial industry since 2018 and holds the Series 6, 7, 63, and 65 licenses. Connor is also a Certified Financial Planner. Connor offers financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. Connor is a committed financial advisor who strives to help clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CO
07/06/2023 - Present
Rooted Wealth Advisors (Denver CO)
MS
06/02/2020 - 07/05/2023
COMMONWEALTH FINANCIAL NETWORK (Ridgeland MS)
CO
08/23/2018 - 08/28/2018
FORESTERS FINANCIAL SERVICES, INC. (DENVER CO)
BC
Issued 02/26/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/19/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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