Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Thomas Conelly is a financial advisor registered with Wells Fargo Clearing Services, LLC and is licensed in Florida and Texas. Christian has been in the financial services industry since October 2020 and is experienced in working with a wide range of clients including individuals, corporations, trusts, and pension and profit-sharing plans. Christian has been registered with Equitable Advisors, LLC and Newbridge Securities Corporation in the past. Christian earned his Series 7, Series 63, Series 65 and SIE licenses and focuses on financial planning, portfolio management and selection of other advisors.
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.
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.
Investment consulting services to institutional clients
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
FL
01/11/2025 - Present
Wells Fargo Clearing Services, LLC (BOCA RATON FL)
FL
10/02/2020 - 05/05/2021
EQUITABLE ADVISORS, LLC (BOCA RATON FL)
FL
11/16/2019 - 12/13/2019
NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)
IA
Issued 06/18/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/31/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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