Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connie? Claim Your ProfileConnie Densmore is a registered Investment Advisor Representative with Foundations Investment Advisors LLC, based in Phoenix, AZ. Connie has been in the financial industry since 1997 and has experience in various roles. Connie holds Series 6, 7, 63 and 66 licenses. Connie also has experience in real estate sales and insurance.
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.
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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AZ
09/26/2022 - Present
Foundations Investment Advisors LLC (PHOENIX AZ)
NV
12/01/2006 - 02/01/2019
QUESTAR CAPITAL CORPORATION (LAS VEGAS NV)
NV
11/08/2006 - 12/01/2006
USALLIANZ SECURITIES, INC. (LAS VEGAS NV)
NV
05/11/2005 - 11/07/2006
ROYAL ALLIANCE ASSOCIATES, INC. (LAS VEGAS NV)
SC
05/09/2001 - 05/03/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
GA
03/12/1997 - 06/14/2001
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 07/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/11/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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