Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Connolly has been in the financial services industry since 1986. He is currently registered with Sunstreet Securities, LLC and has previously been affiliated with a number of other firms. Brian specializes in providing financial planning and portfolio management services for individuals and businesses. Brian has a Series 7, Series 63 and Series 65 licenses. He is also a registered Investment Advisor Representative. Brian is committed to providing his clients with personalized service 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.
Helps you choose top advisors aligned with your financial goals.
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.
Referral fees from tpas
1
2
AZ
01/29/2021 - Present
Sunstreet Securities, LLC (AVONDALE AZ)
AL
02/08/2017 - 11/06/2020
AVALON INVESTMENT & SECURITIES GROUP, INC. (MUSCLE SHOALS AL)
IA
05/24/1994 - 12/31/2016
BROKER DEALER FINANCIAL SERVICES CORP. (DES MOINES IA)
GA
04/19/1991 - 05/06/1992
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
11/19/1989 - 10/12/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
01/05/1989 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
GA
09/22/1983 - 01/11/1989
FSC SECURITIES CORPORATION (ATLANTA GA)
IA
Issued 06/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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