Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Constance? Claim Your ProfileConstance Velander is a financial advisor with Washington Trust Advisors. Constance has been in the financial services industry for over 15 years and has a strong track record of success. Constance is dedicated to helping her clients achieve their financial goals and providing them with personalized financial advice. Constance holds Series 6, 7, 63, and 65 licenses as well as the SIE designation. In addition to her work at Washington Trust Advisors, Constance also works as a consultant for divorcees. This means she has a broad range of expertise and experience that she can bring to her clients.
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.
Personalized portfolio management to meet individual financial objectives.
Asset allocation and monitoring 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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CT
01/07/2022 - Present
Washington Trust Advisors (NEW HAVEN CT)
MA
01/07/2022 - 10/04/2022
WESTON SECURITIES CORPORATION (WELLESLEY MA)
CT
08/20/2018 - 03/15/2021
EQUITABLE ADVISORS, LLC (SHELTON CT)
CT
12/07/2017 - 08/07/2018
PARK AVENUE SECURITIES LLC (MADISON CT)
AZ
04/29/2011 - 12/02/2011
MUTUAL SECURITIES, INC. (TUCSON AZ)
AZ
04/16/2010 - 01/25/2011
CHASE INVESTMENT SERVICES CORP. (TUCSON AZ)
AZ
09/10/2008 - 03/30/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TUCSON AZ)
CT
05/02/2007 - 08/28/2008
CITIGROUP GLOBAL MARKETS INC. (GUILFORD CT)
BC
Issued 01/06/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/02/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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