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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Coneeny is a financial advisor with Commonwealth Financial Network. Brian has over 20 years of experience in the financial services industry. Brian is a Certified Financial Planner and holds the Series 7, 24, 31, 52TO, 53, and 63 licenses. Brian specializes in financial planning, portfolio management, and retirement planning. Brian has worked with clients of all ages and backgrounds. Brian is committed to helping clients achieve their financial goals. Brian is a resident of Nashua, NH.
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
NH
05/26/2015 - Present
Commonwealth Financial Network (Nashua NH)
NH
04/05/2000 - 05/21/2015
LPL FINANCIAL LLC (NASHUA NH)
MO
05/14/1998 - 03/15/2000
EDWARD JONES (ST. LOUIS MO)
IA
Issued 07/13/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/15/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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