Unclaimed
Conner James Young is a registered Investment Advisor Representative. Conner has been in the industry since 2016 and currently works for Baskets Capital LLC. Conner has passed the Series 66, Series 7 and SIE exams. Conner has previously worked at AXA Advisors, LLC and Purshe Kaplan Sterling Investments. Conner's areas of specialization are Portfolio Management for Individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
06/16/2021 - Present
Baskets Capital LLC (AUSTIN TX)
TX
01/03/2020 - 09/21/2020
PURSHE KAPLAN STERLING INVESTMENTS (Austin TX)
TX
10/07/2016 - 12/16/2019
AXA ADVISORS, LLC (AUSTIN TX)
BOTH
Issued 11/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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