Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Crayne is a financial consultant with Florida Financial Advisors, LLC (DBA Tristate Financial Advisors) in Charlotte, North Carolina. Connor has been in the financial industry since February 2024. Connor provides financial planning, portfolio management, and selection of other advisors to individuals, businesses, and high-net-worth individuals. Connor has a Series 63, 65, and 6TO license as well as a SIE certification. In addition to their work at Florida Financial Advisors, Connor also works for Trinity Wealth Securities, LLC. Connor holds a position as a Registered Representative and provides securities sales services.
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.
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.
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.
2% of net worth or assets for financial planning clients
1
2
NC
07/16/2024 - Present
Florida Financial Advisors, LLC (Charlotte NC)
BC
Issued 05/17/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/20/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/16/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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