Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Conor? Claim Your ProfileConor Delaney is a financial advisor with over 16 years of experience in the industry. Conor has held registrations in both broker-dealer and investment advisor capacities, currently holding active registrations with LPL Financial LLC and Good Life Advisors, LLC. Conor's primary office is located in Reading, Pennsylvania, but Conor also services clients in Florida and Texas. Conor has a wide range of experience in the financial services industry, including experience as a Registered Representative, Investment Advisor Representative, and Principal. Conor holds multiple licenses, including Series 6, 7, 24, 63, and 66.
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.
Consulting and other non-discretionary advisory services
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.
1
2
PA
12/21/2012 - Present
LPL Financial LLC (READING PA)
PA
08/08/2006 - 02/15/2012
WADDELL & REED, INC. (WYOMISSING PA)
BOTH
Issued 03/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/07/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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