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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Connelly is a financial advisor with Western Wealth Management LLC based in Greenwood Village, CO. David is a registered representative with FINRA and a Registered Investment Advisor (RIA) in Colorado. He has been in the financial services industry since 2003. His previous employers include Raymond James Financial Services, Inc., Essex National Securities, Inc., CUSO Financial Services, L.P., and A. G. Edwards & Sons, Inc. David provides financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and investment companies. He also has experience providing selection of other advisors and portfolio management for investment companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
CO
06/22/2016 - Present
Western Wealth Management LLC (Greenwood Village CO)
CO
01/18/2012 - 09/09/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (ENGLEWOOD CO)
CO
11/29/2006 - 01/25/2012
ESSEX NATIONAL SECURITIES, INC. (ENGLEWOOD CO)
MA
01/08/2004 - 11/29/2006
CUSO FINANCIAL SERVICES, L.P. (MARLBORO MA)
MO
03/07/2003 - 01/14/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 02/25/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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