Unclaimed
Michael Connor is a registered investment advisor representative with Bankers Life Advisory Services, Inc. Michael has been in the financial services industry for 17 years. Michael Connor is a Series 7 and Series 63 licensed financial advisor. Michael Connor has a current registration in Delaware as a Registered Investment Advisor. In addition to their work with Bankers Life Advisory Services, Inc. Michael Connor is also an agent and unit sale manager for Bankers Life.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
IL
07/05/2016 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
DE
08/03/2015 - 05/26/2016
PROEQUITIES, INC. (NEWARK DE)
DE
01/05/2015 - 08/03/2015
COMMONWEALTH FINANCIAL NETWORK (Greenville DE)
DE
10/29/2012 - 01/06/2015
INVEST FINANCIAL CORPORATION (NEWARK DE)
DE
02/16/2011 - 11/16/2012
TRANSAMERICA FINANCIAL ADVISORS, INC (NEW CASTLE DE)
PA
12/02/2004 - 11/30/2010
DIRECTED SERVICES LLC (WEST CHESTER PA)
MA
09/04/2003 - 03/08/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/04/2003 - 03/08/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 09/21/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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