Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Conor? Claim Your ProfileConor Lucey is a financial professional with over six years of experience in the industry. Conor is currently registered with MFS Fund Distributors, Inc. and holds a Series 6, 7, 24, and 63 license. Conor was previously registered with Putnam Retail Management Limited Partnership. Conor has a broad range of experience across different financial products and is licensed in all 50 states, Puerto Rico, and the Virgin Islands.
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.
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.
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2
MA
07/31/2019 - Present
MFS Fund Distributors, Inc. (BOSTON MA)
MA
12/02/2017 - 07/08/2019
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
BC
Issued 01/20/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2018
Series 7 - General Securities Representative Examination
BC
Issued 12/02/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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