Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Connor is a financial advisor with Sax Wealth Advisors, LLC, a firm headquartered in Parsippany, NJ. William Connor has been in the financial industry for over 20 years and has a broad range of experience, having held prior roles at firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated and H&R Block Financial Advisors, Inc. William Connor holds the Series 3, Series 6, Series 7, Series 31, and Series 63 licenses as well as the Uniform Investment Adviser Law Examination license (Series 65). William Connor holds the Certified Financial Planner and Chartered Financial Analyst designations. William Connor has a strong track record of 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.
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.
1
2
NJ
04/04/2024 - Present
SAX Wealth Advisors, LLC (PARSIPPANY NJ)
NE
11/29/2012 - 07/22/2013
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
ME
07/11/2011 - 08/02/2012
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
TX
12/09/2010 - 06/21/2011
ASPEN EQUITY PARTNERS, LLC (DALLAS TX)
CT
01/07/2010 - 08/24/2010
SOUTHRIDGE INVESTMENT GROUP LLC (RIDGEFIELD CT)
NY
12/18/2008 - 09/09/2009
CRUCIBLE CAPITAL GROUP, INC. (NEW YORK NY)
NY
06/26/2007 - 08/20/2008
COHEN & STEERS SECURITIES, LLC (NEW YORK NY)
NY
10/06/2005 - 05/31/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MI
07/31/2000 - 09/09/2005
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 08/12/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2013
Series 3 - National Commodity Futures Examination
BC
Issued 02/23/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 10/31/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/28/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure William Connor is the right advisor for you? Invested Better is here to help.
