Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Connolly is a financial advisor with over 20 years of experience in the financial services industry. Christopher is currently registered with TIAA-CREF Individual & Institutional Services, LLC. Christopher has a wide range of experience and expertise in the financial services industry. Christopher specializes in providing financial planning and investment management services to individuals, high-net-worth individuals, corporations, and charitable organizations. Previously, Christopher was also registered with E*TRADE SECURITIES LLC, TD AMERITRADE, INC., ADP BROKER-DEALER, INC., and MORGAN STANLEY DW INC. Christopher holds a Series 7, Series 31, and Series 66 license, and the SIE exam.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
06/27/2012 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
03/19/2008 - 03/06/2012
E*TRADE SECURITIES LLC (DALLAS TX)
TX
01/30/2007 - 02/04/2008
TD AMERITRADE, INC. (FORT WORTH TX)
NJ
07/28/2003 - 04/29/2005
ADP BROKER-DEALER, INC. (ROSELAND NJ)
NY
09/19/2001 - 06/30/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 02/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 09/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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