Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Conner? Claim Your ProfileConner Reid Bourne is a registered investment advisor representative with Strategic Blueprint, LLC, based in Windermere, FL. Conner has been in the industry since January 2015, and has worked for a number of other firms including G.A. Reppe & Company, Triloma Securities, LLC, Orchard Securities, LLC, and Cobalt Capital, Inc. Conner has experience in a variety of investment areas, including financial planning, pension consulting, and portfolio management. Conner also holds the Series 66, 63, 22TO, SIE and 7 licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Family office services
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.
Family office fees, endorsements
1
2
FL
05/07/2024 - Present
Strategic Blueprint, LLC (Windermere FL)
FL
04/03/2019 - 06/20/2023
COBALT CAPITAL, INC. (LAKE MARY FL)
UT
08/30/2018 - 04/02/2019
ORCHARD SECURITIES, LLC (PLEASANT GROVE UT)
FL
09/10/2015 - 08/27/2018
TRILOMA SECURITIES, LLC (WINTER PARK FL)
FL
01/24/2015 - 09/04/2015
G. A. REPPLE & COMPANY (CASSELBERRY FL)
BOTH
Issued 03/23/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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