Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dexter? Claim Your ProfileDexter Conner is a financial advisor registered in Georgia and has been in the industry since 2015. Dexter is currently employed by United Capital Financial Advisors, LLC. Prior to that, Dexter Conner has been employed by Goldman Sachs & Co. LLC, LPL Financial LLC, M&T Securities, Inc., and Morgan Stanley. Dexter has a Series 66, Series 31, Series 7, and SIE license. Dexter Conner specializes in providing financial advice to high net worth individuals, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Sub-adviser for other investment advisers
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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GA
08/09/2022 - Present
United Capital Financial Advisors (PEACHTREE CORNERS GA)
GA
07/19/2022 - 11/16/2023
GOLDMAN SACHS & CO. LLC (PEACHTREE CORNERS GA)
NY
06/09/2021 - 07/18/2022
LPL FINANCIAL LLC (Buffalo NY)
NY
02/13/2018 - 06/09/2021
M&T SECURITIES, INC. (Buffalo NY)
GA
11/23/2015 - 01/02/2018
MORGAN STANLEY (ATLANTA GA)
BOTH
Issued 01/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2016
Series 31 - Futures Managed Funds Examination
BC
Issued 11/22/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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