Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Sweet is a financial advisor with Grayscale Securities, LLC. Connor has been in the financial industry since December 30, 2020. Connor is licensed in all 50 states and the District of Columbia. Connor holds the Series 66, SIE, and Series 7 licenses. Connor's previous firms include Foreside Fund Services, LLC, Securitize Markets, LLC, UMB Distribution Services, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
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CT
08/29/2024 - Present
Grayscale Securities, LLC (STAMFORD CT)
ME
07/16/2024 - 08/29/2024
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
FL
03/01/2024 - 06/14/2024
SECURITIZE MARKETS, LLC (MIAMI FL)
WI
05/13/2021 - 10/11/2022
UMB DISTRIBUTION SERVICES, LLC (MILWAUKEE WI)
CA
10/26/2017 - 08/26/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OAKLAND CA)
BOTH
Issued 12/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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