Connor J Stevenson
Professional Summary
Connor J Stevenson is a registered financial advisor currently at PARALEL DISTRIBUTORS located in Minneapolis, Minnesota. Connor is registered as a RR (Registered Representative) and started their career in finance in 2022. Connor has worked at 3 firms and has passed the Series 63, Series 86, Series 7TO, Series 87 and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
5 years in the financial services industry
Current & Past Employments
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Current Firm
PARALEL DISTRIBUTORS | PARALEL DISTRIBUTORS LLC
Contact Information
Main Address
1700 Broadway Suite 2100, Denver, CO 80290Mailing Address
1700 Broadway Suite 2100, Denver, CO 80290Phone Number
(303) 378-0364Established
Delaware since 06/21/2021Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 87 — Research Analyst Exam - Part II Regulations Module
Passed Mar 2022About the Series 87 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Connor J Stevenson's CRS (Customer Relationship Summary).
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