Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Conor? Claim Your ProfileConor Lanz is a financial professional with over six years of experience in the industry. Conor is currently registered with Samuel A. Ramirez & Company, Inc., a firm headquartered in New York City. Previously, Conor was affiliated with UBS Financial Services Inc. Conor holds licenses including Series 7, Series 52, Series 66, and SIE, demonstrating their expertise in a variety of financial products and services. Conor is licensed to conduct business in Florida, Louisiana, Missouri, Nevada, New York, North Carolina, Pennsylvania, and Tennessee.
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.
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.
1
2
NY
11/24/2021 - Present
Samuel A. Ramirez & Company, Inc. (NEW YORK NY)
NY
04/05/2017 - 11/22/2021
UBS FINANCIAL SERVICES INC. (New York NY)
BOTH
Issued 09/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2017
Series 52 - Municipal Securities Representative Examination
BC
Issued 04/05/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Conor Lanz is the right advisor for you? Invested Better is here to help.
