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Connor

C O N N O R

Financial Advisor

Financial Consultant

24/7

Stock Broker

CONNOR FLANNERY

I partner with individual investors & businesses through periods of expansion, with strategies to enhance profit accumulation in their trading portfolios.

9+

Years of Experience.

CONNOR FLANNERY

About Me

I've garnered over 9 years of solid experience working with two prestigious investment/brokerage firms in the United States, accumulating over nine state licenses in the process.

I work extensively with individual investors & businesses through periods of expansion. I help my clients rapidly accumulate profit within a specified trading period, utilizing advanced multi-market trading strategies.

1300+

Trusted Clients

Number Of Clients

99%

Successful Portfolios

Largest Profit %

CONNOR FLANNERY

My Work History

55+

State Licenses

2015 - 2015
( <1 years)

TRADING BLOCK (CRD# 128605)

Stock Broker
2016 - 2016
(<1 year)

KATALYST SECURITIES LLC (CRD# 112494)

Stock Broker
2016 - 2017
(1 years)

NATIONAL SECURITIES CORPORATION (CRD# 7569)

Stock Broker
2017 - 2017
(<1 years)

MERRILL LYNCH, PIERCE, FENNER (CRD# 7691)

Stock Broker
2017 - 2022
(4 years)

WELLS FARGO CLEARING SERVICES, LLC (CRD# 19616)

Stock Broker
2022 - Present
(2 years)

J.P. MORGAN SECURITIES LLC (CRD# 79)

Stock Broker
Certification

My Certification

General Industry/Product Exams

Exam
Category
Date
Securities Industry Essentials Examination
SIE
oct 1, 2018
General Securities Representative Examination
Series 7
July 7, 2015
Uniform Combined State Law Examination
Series 66
July 13, 2016
Uniform securities Agent Law Examination
Series 63
Aug 29, 2015
CONNOR FLANNERY

My Services

PORTFOLIO MANAGEMENT

I specialize in building & managing portfolios, diversifying assets on behalf of clients, companies, individuals and families for the sole purpose of achieving financial targets.

STOCK BROKERAGE

I guide clients through the stock market, helping them trade efficiently to make tremendous profit with strategic investment decisions.

FINANCIAL CONSULTING

I offer financial consulting services to people in need of some financial planning and restructuring. I’ll get to help you set up plans for retirement, mortgage and every other finance-intensive milestone in your life.

Digital Currency
Trading

Beyond stock brokerage, I specialize in Forex and cryptocurrency trading. Through in-depth market research, I provide clients with expert guidance on day trading strategies and long-term investment opportunities.
CONNOR FLANNERY

Some Reviews from Clients

Jessica Reed

Client

I came in overwhelmed by crypto and left feeling confident. Connor explains things clearly, never talks down, and actually cares about your success. His strategies are practical and smart—finally, someone who doesn’t overhype or overcomplicate the process.

Dylan Hernandez

Client

Connor doesn’t just give you tips—he teaches you how to think like a trader. Thanks to him, I’ve developed confidence, consistency, and a real plan for my financial future. I trust him completely with my investment journey.

Gabriel Souza

Client

Before working with Connor, crypto felt like gambling. Now, I trade with purpose and structure. His risk management advice alone saved me thousands. I truly feel like I’m building something long-term, not just chasing hype or guesses.

Hiroshi Tanaka

Client

I started as a total beginner, but Connor walked me through every step. I never felt judged or lost. Now I’m growing my portfolio with confidence and clarity. I only wish I had found him sooner!

Olivia Parker

Client

Trust is everything with money—and I trust Connor without question. His experience, integrity, and transparency gave me peace of mind from day one. I always know he has my best interests at heart, and that means everything.

Jordan Mitchell

Client

What I love most about working with Connor is his no-nonsense, honest approach. He tells it like it is, helps you understand why a strategy works, and always keeps you grounded. That’s rare in this space.

99%

Successful Portfolios

1300+

Happy Clients

9+

Years of Experience

55+

State Licenses

Contact Me!

Ready to Get Started?