linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Livia Shack

Conning Investment Products, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Livia? Claim Your Profile

About Livia Shack

Livia Shack is a registered representative with Conning Investment Products, Inc. Livia is licensed in 9 states and has worked in the financial industry since January 30, 2019. Livia specializes in portfolio management for businesses.

Firm Information

Livia Shack is currently registered with Conning Investment Products, Inc.. Conning Investment Products, Inc. is a corporation headquartered in HARTFORD, CT, and was formed in 2002-02-13. They specialize in portfolio management for businesses and have over $486,460,862 in regulatory assets under management, primarily from insurance companies. The firm is registered with the SEC and in nine states. They have a website, LinkedIn page, Twitter account, and YouTube channel.
Conning Investment Products, Inc.

ONE FINANCIAL PLAZA

HARTFORD, CT 06103

$486.46M

Assets Under Management

Not reported

Total Clients

27

Total Financial Advisors

Services Offered

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.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Livia Shack’s Registration & Firm History

NY

01/19/2023 - Present

Conning Investment Products, Inc. (New York NY)

NY

06/20/2017 - 06/07/2021

CONNING INVESTMENT PRODUCTS, INC. (New York NY)

Not sure if Livia Shack is right for you?

Licenses & Designations

BC

Issued 08/25/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/10/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Livia Shack.
Not sure if Livia Shack is right for you?