Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Jeffries is a financial advisor at Sagespring Wealth Partners, a registered investment advisor in Franklin, TN. Connor has been in the financial services industry since August 2020. Connor holds the Series 7TO, SIE, and Series 66 licenses. Connor specializes in financial planning, pension consulting, and portfolio management for individuals.
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.
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
TN
10/01/2020 - Present
Sagespring Wealth Partners (FRANKLIN TN)
BOTH
Issued 09/27/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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