Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Lee Wasson is an Investment Advisor Representative at Unique Wealth, LLC. Connor holds the Series 7, Series 63, and Series 65 licenses. Connor has over 10 years of experience in the financial industry, with experience in the financial services sector. Prior to joining Unique Wealth, LLC, Connor worked at LPL Financial LLC. Connor is committed to providing clients with personalized financial advice and helping them reach their financial goals.
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.
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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FL
08/21/2024 - Present
Unique Wealth, LLC (CLEARWATER FL)
PA
05/02/2022 - 08/20/2024
LPL FINANCIAL LLC (PITTSBURGH PA)
IA
Issued 10/23/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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