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 Weems-scott is a financial advisor who has been in the industry since November 22, 1988. Connie is currently registered with LPL Financial LLC and has been with the firm since August 2011. Connie has also been registered with Securities America, Inc. and VeraVest Investments, Inc. Connie is licensed in Alabama, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Louisiana, Michigan, Minnesota, North Carolina, Ohio, South Carolina, Texas, Virginia, and Washington. Connie is a Certified Financial Planner.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
GA
07/30/2018 - Present
LPL Financial LLC (ATLANTA GA)
GA
12/01/2003 - 08/09/2011
SECURITIES AMERICA, INC. (ATLANTA GA)
MA
11/23/1988 - 12/02/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 02/15/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/21/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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