Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connie? Claim Your ProfileConnie West is a financial advisor with Bellwether Investment Group, LLC. Connie has been in the industry since 2000 and has a strong background in investment advisory and brokerage services. Connie is licensed in Tennessee and holds the Series 63, 65, 7 and 31 licenses. Connie specializes in providing financial planning and investment management services to individuals, families, and businesses. Connie has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Connie is committed to providing her clients with personalized financial advice and investment strategies that meet their unique needs and 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.
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.
1
2
TN
11/19/2008 - Present
Bellwether Investment Group, LLC (HIXSON TN)
TN
01/13/2003 - 10/14/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (CHATTANOOGA TN)
NY
05/09/2000 - 11/21/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
CA
03/23/2000 - 04/25/2000
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
IA
Issued 05/26/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 03/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Connie West is the right advisor for you? Invested Better is here to help.
