Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Conor? Claim Your ProfileConor Joseph Flanagan is a financial advisor with over 20 years of experience in the financial services industry. Conor is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and holds licenses in multiple states. Prior to joining Merrill Lynch, Conor worked at Fifth Third Securities, Inc. and Fifth Third Bank. Conor has extensive experience in providing financial advice and investment management services to individuals and businesses. Conor's areas of expertise include portfolio management, investment planning, and retirement planning.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
OH
10/02/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (COLUMBUS OH)
OH
02/15/2013 - 04/13/2015
FIFTH THIRD SECURITIES, INC. (COLUMBUS OH)
OH
04/22/2002 - 08/31/2011
FIFTH THIRD SECURITIES, INC. (COLUMBUS OH)
IA
Issued 05/18/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/19/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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