Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Bartlett Sweeney is a registered investment advisor representative with Truist Advisory Services, Inc. in Richmond, Virginia. Connor Bartlett Sweeney has been in the securities industry since 2024. Connor Bartlett Sweeney holds a Series 66 license. Connor Bartlett Sweeney has previous experience with Parkland Securities, LLC, SPC, Tom Pearson Insurance Agency and State Farm VP Management Corp.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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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VA
10/22/2024 - Present
Truist Advisory Services, Inc. (RICHMOND VA)
Active
Inactive
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