Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Conor? Claim Your ProfileConor Egan is a financial professional with over 15 years of experience in the financial services industry. Conor Egan is currently registered with MML Investors Services, LLC and has been registered with the firm since 2017. Conor Egan has also previously held registrations with MSI Financial Services, Inc., CBIZ Financial Solutions, Inc., MetLife Securities Inc. and Metropolitan Life Insurance Company. Conor Egan holds a Series 6, Series 7, Series 63 and Series 65 license and is also a Certified Financial Planner and Chartered Financial Consultant. Conor Egan is committed to providing clients with personalized financial advice and guidance to help them 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.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NJ
03/25/2017 - Present
MML Investors Services, LLC (WALL NJ)
NJ
08/20/2012 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WALL NJ)
NY
09/29/2009 - 08/20/2012
CBIZ FINANCIAL SOLUTIONS, INC. (NEW YORK NY)
NJ
02/26/2007 - 10/13/2009
METLIFE SECURITIES INC. (MANASQUAN NJ)
NJ
02/26/2007 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (CRANFORD NJ)
IA
Issued 10/29/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/23/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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