Unclaimed
Christopher Grant Conness is a financial advisor with Global Wealth Management Investment Advisory, Inc. Christopher has been in the financial services industry since 2004 and has extensive experience in providing financial advice to individuals and families. Christopher holds the Series 63, Series 65, Series 7 and SIE securities licenses. Christopher is committed to providing clients with personalized financial advice and helping them 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.
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.
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.
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2
FL
06/23/2020 - Present
Global Wealth Management Investment Advisory, Inc. (FORT LAUDERDALE FL)
FL
08/07/2017 - 12/08/2023
MADISON AVENUE SECURITIES, LLC (Fort Lauderdale FL)
FL
11/13/2009 - 08/08/2017
G.F. INVESTMENT SERVICES, LLC (FORT LAUDERDALE FL)
FL
02/13/2008 - 11/13/2009
PACIFIC WEST SECURITIES, INC. (BOCA RATON FL)
FL
04/18/2006 - 02/14/2008
COSTA FINANCIAL SECURITIES, INC. (HOLLYWOOD FL)
WI
09/03/2004 - 04/17/2006
SII INVESTMENTS, INC. (APPLETON WI)
IA
Issued 10/22/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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