Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Conor? Claim Your ProfileConor MacPhee is a financial advisor with Eaton Vance Management. Conor is licensed to sell securities in 52 states. Conor has experience in the financial services industry since January 6, 2018. Conor has been with Eaton Vance Management since February 2018 and is registered as an investment advisor representative in Massachusetts. Before that, Conor worked for Royal Alliance Associates, Inc., Eaton Vance Distributors, Inc., John Hancock Funds, LLC, and TriTower Real Estate Capital, LLC. Conor specializes in providing financial advice to individuals, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of portfolio income
1
2
MA
01/20/2023 - Present
Eaton Vance Management (BOSTON MA)
NH
06/16/2021 - 10/19/2022
ROYAL ALLIANCE ASSOCIATES, INC. (SALEM NH)
MA
02/09/2018 - 01/04/2021
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
MA
07/20/2017 - 01/26/2018
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
04/20/2017 - 07/13/2017
TRITOWER REAL ESTATE CAPITAL, LLC (BOSTON MA)
BOTH
Issued 10/19/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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