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Allison Rose Connolly

Conning Investment Products, Inc.

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About Allison Rose Connolly

Allison Connolly is a financial professional registered with Conning Investment Products, Inc. Allison has been in the industry for over 2 years and holds the Series 7TO, Series 63, and SIE licenses. Allison has a proven track record of success in the financial services industry and is committed to providing her clients with the highest level of service. Allison works out of Conning Investment Products, Inc.'s office in Hartford, CT.

Firm Information

Allison Connolly is currently registered with Conning Investment Products, Inc.. Conning Investment Products, Inc. is a corporation headquartered in HARTFORD, CT, and was formed in 2002-02-13. They specialize in portfolio management for businesses and have over $486,460,862 in regulatory assets under management, primarily from insurance companies. The firm is registered with the SEC and in nine states. They have a website, LinkedIn page, Twitter account, and YouTube channel.
Conning Investment Products, Inc.

ONE FINANCIAL PLAZA

HARTFORD, CT 06103

$486.46M

Assets Under Management

Not reported

Total Clients

27

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

Fee Structure

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Allison Connolly’s Registration & Firm History

CT

03/09/2024 - Present

Conning Investment Products, Inc. (HARTFORD CT)

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Licenses & Designations

BC

Issued 06/26/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/09/2024

Series 7TO - General Securities Representative Examination

BC

Issued 05/04/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Allison Rose Connolly.
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