Unclaimed
Conor Hogan is a financial advisor with LPL Financial LLC. Conor is registered with FINRA as a registered representative and with the Securities and Exchange Commission (SEC) as an investment adviser representative. Conor has been in the financial services industry since 2006. Conor is a licensed advisor in a number of states. Conor provides a range of financial services, including financial planning, investment management and portfolio management for individuals and businesses.
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
NY
03/20/2023 - Present
LPL Financial LLC (OWEGO NY)
NY
09/21/2016 - 10/12/2022
KEY INVESTMENT SERVICES LLC (BINGHAMTON NY)
NY
09/22/2015 - 09/21/2016
LPL FINANCIAL LLC (BINGHAMTON NY)
NY
04/26/2011 - 09/25/2015
M&T SECURITIES, INC. (ENDICOTT NY)
NY
01/27/2006 - 04/07/2011
MML INVESTORS SERVICES, LLC (ENDICOTT NY)
BOTH
Issued 11/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Conor Hogan is the right advisor for you? Invested Better is here to help.