Unclaimed
Connor Blye Brown is an investment advisor representative at Ameriprise Financial Services, LLC in Charlottesville, VA. Connor has been in the securities industry for over five years. Connor is registered with the state of Virginia as an investment advisor representative and has passed the Series 7TO, SIE and Series 66 exams. Connor specializes in providing financial planning, pension consulting, asset allocation services, and portfolio management for individuals and businesses.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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VA
09/07/2023 - Present
Ameriprise Financial Services, LLC (CHARLOTTESVILLE VA)
BOTH
Issued 08/05/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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