Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Conor? Claim Your ProfileConor Masaji Clifford is a financial advisor with Key Investment Services LLC, located in Boise, ID. Conor has been in the industry since September 2022 and is registered with the state of Idaho. Conor's focus areas include portfolio management for individuals. Conor is a Series 63, 6TO and SIE licensed advisor.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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ID
09/28/2022 - Present
KEY Investment Services LLC (Boise ID)
BC
Issued 10/11/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/27/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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