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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Conner is a financial advisor with Creative Planning, based in Berwyn, PA. Michael has been in the financial services industry since 2006 and holds the Series 66, Series 7, and SIE licenses. Michael is also a Chartered Financial Analyst (CFA). Michael has previously worked for APW Capital, Inc. and Cambridge Investment Research, Inc. Michael is currently registered as an Investment Advisor Representative (IAR) in Pennsylvania and Texas. Michael specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, businesses, and charitable organizations.
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.
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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2
PA
09/05/2023 - Present
Creative Planning (Berwyn PA)
PA
05/23/2012 - 12/31/2021
APW CAPITAL, INC. (BERWYN PA)
PA
01/02/2008 - 05/24/2012
CAMBRIDGE INVESTMENT RESEARCH, INC. (BERWYN PA)
PA
09/19/2006 - 12/31/2007
CAPITAL ANALYSTS, INCORPORATED (BERWYN PA)
BOTH
Issued 04/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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