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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 McConnell is a financial advisor with over 17 years of experience in the industry. Brian McConnell is currently registered with THE Ameriflex Group and is located in Lone Tree, CO. Brian McConnell is also registered in Arizona, California, Colorado, Florida, Montana, Nebraska, Oklahoma, Utah, and Wyoming. Brian McConnell has held previous positions at SAGEPOINT FINANCIAL, INC., MML INVESTORS SERVICES, LLC, MSI FINANCIAL SERVICES, INC., NEW ENGLAND SECURITIES, and AXA ADVISORS, LLC. Brian McConnell is licensed to offer a variety of financial products and services, including investment advice, financial planning, and pension consulting. Brian McConnell has a strong track record of success in helping clients 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.
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.
A percentage of the total value of assets under management is charged.
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2
NV
09/22/2020 - Present
THE Ameriflex Group (LAS VEGAS NV)
CO
11/04/2019 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LONE TREE CO)
CO
03/25/2017 - 11/14/2019
MML INVESTORS SERVICES, LLC (GREENWOOD VILLAGE CO)
CO
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
CO
03/21/2013 - 01/02/2015
NEW ENGLAND SECURITIES (GREENWOOD VILLAGE CO)
CO
05/08/2007 - 03/26/2013
AXA ADVISORS, LLC (DENVER CO)
CO
12/12/2005 - 01/24/2007
AXA ADVISORS, LLC (DENVER CO)
BOTH
Issued 04/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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