Unclaimed
Brent Robert Connelly is a financial advisor at Commonwealth Financial Network with over ten years of experience in the industry. Brent is a Certified Financial Planner and holds a Series 66, Series 7, and SIE license. He is registered in 19 states and holds an active registration in Nebraska for both investment advisor and broker-dealer activities. Brent specializes in providing financial advice to individuals, businesses, and charitable organizations. He offers a variety of services, including financial planning, portfolio management, and investment advisory services. Brent is committed to providing his clients with personalized financial guidance and helping them achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NE
04/05/2022 - Present
Commonwealth Financial Network (Omaha NE)
NE
10/26/2012 - 04/05/2022
EDWARD JONES (PAPILLION NE)
BOTH
Issued 12/11/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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