Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connell? Claim Your ProfileConnell Joseph Tarr is a financial professional with over 40 years of experience in the industry. He is currently registered with LPL Enterprise, LLC and has previously held positions at several other firms including MetLife Securities Inc., MML Investors Services, Inc., Princor Financial Services Corporation, and Hornor, Townsend & Kent, Inc. Connell holds several professional designations including Chartered Financial Consultant. His areas of expertise include portfolio management for individuals and businesses, financial planning, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
MA
11/14/2024 - Present
LPL Enterprise, LLC (WAKEFIELD MA)
MA
04/04/2008 - 05/05/2014
METLIFE SECURITIES INC. (DANVERS MA)
MA
06/19/2006 - 04/11/2008
MML INVESTORS SERVICES, INC. (BOSTON MA)
MA
01/30/2004 - 06/05/2006
PRINCOR FINANCIAL SERVICES CORPORATION (WALTHAM MA)
PA
05/18/1987 - 01/28/2004
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NA
09/27/1984 - 05/26/1987
NEW ENGLAND SECURITIES CORPORATION
NA
07/06/1973 - 09/10/1984
PHOENIX EQUITY PLANNING CORPORATION
IA
Issued 09/20/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/27/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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