Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Conor? Claim Your ProfileConor Michael Wolchesky is a financial advisor with Steward Partners Investment Advisory, LLC. Conor has been in the financial services industry since 2014. He has a Series 66 license, a Series 7 license, and is a Certified Financial Planner. Conor's previous employers include Raymond James Financial Services, Inc. and Morgan Stanley. He currently has registrations in 42 states and the District of Columbia. Conor's practice focuses on financial planning, portfolio management for individuals, and selection of other advisors. He works with a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
A percentage of the total value of assets under management is charged.
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2
MD
05/26/2023 - Present
Steward Partners Investment Advisory, LLC (BETHESDA MD)
MD
03/19/2015 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (BETHESDA MD)
MD
09/16/2014 - 03/26/2015
MORGAN STANLEY (BETHESDA MD)
BOTH
Issued 4/7/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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