Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Walsh Connors Jr. is a financial advisor with PKS Advisory Services, LLC. David has been in the financial industry since 2000 and is registered in multiple states. David is also a board member of PRIDE Center of the Capital Region, a non-profit organization. David's areas of expertise include financial planning, portfolio management for individuals and businesses, and selection of other advisors. David is committed to providing personalized financial advice to help clients reach their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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NY
04/08/2021 - Present
PKS Advisory Services, LLC (ALBANY NY)
NY
02/21/2012 - 06/12/2018
RBC CAPITAL MARKETS, LLC (ALBANY NY)
MO
01/19/2012 - 02/14/2012
MIDAMERICA FINANCIAL SERVICES, INC. (JOPLIN MO)
CO
11/11/2008 - 10/20/2011
TRANSAMERICA CAPITAL, INC. (DENVER CO)
MN
05/14/2007 - 11/12/2008
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MA
04/14/2004 - 03/22/2007
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
MA
05/09/2001 - 04/14/2004
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
12/07/1999 - 04/30/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 04/10/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/06/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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