Unclaimed
Timothy P. Connors is a financial advisor at LPL Financial LLC, registered with FINRA and the Securities and Exchange Commission. Timothy is a registered representative in Texas and Ohio and is also an Investment Advisor Representative in Texas and Ohio. He has been in the financial industry since July 31, 2018. Timothy has earned the Series 66, SIE and Series 7 licenses and has several years of experience at LPL Financial LLC and Equitable Advisors, LLC. He is also a business owner for Scales and Tails of Ohio and Connors Lore Wealth Management, a DBA for his LPL Financial LLC business.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
01/10/2024 - Present
LPL Financial LLC (STRONGSVILLE OH)
OH
11/04/2020 - 01/09/2024
EQUITABLE ADVISORS, LLC (CLEVELAND OH)
OH
08/01/2018 - 11/06/2020
LPL FINANCIAL LLC (Brecksville OH)
BOTH
Issued 03/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Connors is the right advisor for you? Invested Better is here to help.