Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connie? Claim Your ProfileConnie Sue Grosser is a financial professional with over 33 years of experience in the securities industry. Connie has been with Horan Securities, Inc. since 2023 and previously worked at Ameritas Investment Company, LLC and Carillon Investments, Inc.. Connie specializes in portfolio management for individuals, financial planning and pension consulting. Connie is registered in Arkansas, Indiana and Ohio.
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.
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
OH
06/30/2023 - Present
Horan Securities, Inc. (CINCINNATI OH)
OH
06/30/2006 - 04/26/2023
AMERITAS INVESTMENT COMPANY, LLC (CINCINNATI OH)
OH
12/04/1989 - 06/30/2006
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
IA
Issued 09/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/1999
Series 4 - Registered Options Principal Examination
BC
Issued 01/27/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/21/1993
Series 24 - General Securities Principal Examination
BC
Issued 05/24/1993
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1993
Series 7 - General Securities Representative Examination
BC
Issued 11/30/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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