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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Conor? Claim Your ProfileConor Kelly is a financial advisor with Prime Capital Financial in Overland Park, Kansas. Conor has been in the financial industry since 2003 and has a strong background in providing financial advice to individuals and businesses. Conor holds Series 7 and 66 securities licenses, as well as the Certified Financial Planner designation. Conor has experience providing financial planning, investment management, and qualified retirement plan services. Conor also provides consulting services, co-advisory, and selection of sub-advisors.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
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2
KS
03/28/2024 - Present
Prime Capital Financial (OVERLAND PARK KS)
KS
07/01/2003 - 09/20/2010
SECURIAN FINANCIAL SERVICES, INC. (LEAWOOD KS)
BOTH
Issued 07/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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