Unclaimed
Jennifer Lynn Connor is a financial advisor with over 20 years of experience in the financial services industry. Jennifer is currently registered with RBC Capital Markets, LLC and holds licenses in Michigan and Texas. Prior to joining RBC Capital Markets, Jennifer worked with Wells Fargo Clearing Services, LLC for over 13 years and previously with McDonald Investments Inc. and Prudential Securities Incorporated. Jennifer has a broad range of experience providing financial advice to a variety of clients, including individuals, high-net-worth individuals, families, trusts, pension plans, corporations and other businesses, and charitable organizations. Jennifer is committed to providing personalized financial advice and helping clients achieve 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.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
MI
10/17/2018 - Present
RBC Capital Markets, LLC (BLOOMFIELD MI)
MI
11/23/2005 - 10/19/2018
WELLS FARGO CLEARING SERVICES, LLC (BIRMINGHAM MI)
OH
09/01/2000 - 12/05/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
07/13/1998 - 09/05/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 12/05/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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