Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Wilson is a registered representative of Wells Fargo Advisors Financial Network, LLC. Connor has been in the securities industry for 2 years. Connor has passed the Series 7TO, SIE and the Uniform Combined State Law Examination. Connor holds active registrations in multiple states including: New York, New Jersey, California, Connecticut, Florida, Illinois, Maryland, Massachusetts, Michigan, North Carolina, Pennsylvania, South Carolina, Texas and Virginia. Connor is also registered as an Investment Advisor Representative. Connor Wilson is a member of FINRA and SIPC.
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.
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2
NY
01/08/2024 - Present
Wells Fargo Advisors Financial Network, LLC (MELVILLE NY)
BOTH
Issued 09/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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