Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Conor? Claim Your ProfileConor McKenzie is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Conor has been in the financial services industry since February 2016 and has a broad range of experience serving individual investors, high-net-worth clients, and institutional clients. Conor is a CERTIFIED FINANCIAL PLANNER™ professional, specializing in areas such as retirement planning, college savings, and estate planning. Prior to joining Raymond James Financial Services Advisors, Inc. Conor worked with JANNEY MONTGOMERY SCOTT LLC and Northwestern Mutual Investment Services, LLC. Conor currently holds a Series 7, Series 63, and Series 65 licenses as well as the SIE exam. Conor McKenzie and Honor Wealth Planning LLC are headquartered in Ligonier, PA.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
09/01/2023 - Present
Raymond James Financial Services Advisors, Inc. (Ligonier PA)
PA
09/01/2017 - 09/05/2023
JANNEY MONTGOMERY SCOTT LLC (LIGONIER PA)
PA
02/25/2016 - 09/06/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Monroeville PA)
IA
Issued 09/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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