Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Conor? Claim Your ProfileConor De la rosa is an investment advisor representative with Private Advisor Group, LLC. Conor has been in the industry for over 3 years and has licenses in Arkansas and Texas. Conor's areas of expertise include financial planning, pension consulting, educational seminars, and portfolio management.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
AR
07/19/2024 - Present
Private Advisor Group, LLC (Bentonville AR)
AR
03/05/2022 - 05/03/2023
EQUITABLE ADVISORS, LLC (ROGERS AR)
BOTH
Issued 07/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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