Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Patrick Joyce is a registered Investment Advisor Representative with CWA Asset Management Group. Connor has been in the industry since February 2016. Connor holds the Series 63, Series 66, and Series 7 securities licenses, as well as the SIE. CWA Asset Management Group specializes in providing financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. Connor’s previous experience includes working with Fidelity Brokerage Services LLC.
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.
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2
FL
04/19/2024 - Present
CWA Asset Management Group (St. Petersburg FL)
FL
02/26/2016 - 04/23/2024
FIDELITY BROKERAGE SERVICES LLC (TAMPA FL)
BOTH
Issued 03/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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