Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connie? Claim Your ProfileConnie Williams is a financial professional who has been in the industry since June 1999. Connie is currently registered with Allspring Funds Management, LLC. She has held previous positions at H. Beck, Inc., Ameriprise Financial Services, Inc., IDS Life Insurance Company and MML Investors Services, Inc. Connie Williams is a registered representative with the state of South Carolina.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NC
10/12/2018 - Present
Allspring Funds Management, LLC (CHARLOTTE NC)
MD
05/07/2007 - 05/11/2018
H. BECK, INC. (BETHESDA MD)
MN
02/22/2005 - 05/05/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
02/22/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MA
12/24/1998 - 02/03/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 08/25/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/04/2001
Series 24 - General Securities Principal Examination
BC
Issued 05/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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