Unclaimed
Conor Homscheid is a registered representative with Goldman Sachs & Co. LLC. Conor has been in the financial services industry since 2015 and holds Series 63, SIE and Series 79 licenses. Conor was previously registered with BOFA SECURITIES, INC. and DEUTSCHE BANK SECURITIES INC.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
1
2
NY
08/06/2021 - Present
Goldman Sachs & Co. LLC (NEW YORK NY)
NY
09/18/2019 - 07/27/2021
BOFA SECURITIES, INC. (NEW YORK NY)
NY
09/02/2015 - 09/18/2019
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BC
Issued 08/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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