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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Connelly is a financial advisor with Edelman Financial Engines. James has over 10 years of experience in the financial services industry. James currently holds Series 6, 7, 24, 53, and 66 licenses and specializes in financial planning, portfolio management, and retirement planning. James works with a wide range of clients, including individuals, families, and businesses. James is committed to helping clients achieve their financial goals. Prior to joining Edelman Financial Engines, James worked at VSR Financial Services, Inc. and Waddell & Reed.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
KS
11/30/2016 - Present
Edelman Financial Engines (OVELAND PARK KS)
KS
04/07/2014 - 07/18/2016
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
KS
08/20/2007 - 04/08/2014
WADDELL & REED (OVERLAND PARK KS)
BOTH
Issued 01/24/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/07/2011
Series 24 - General Securities Principal Examination
BC
Issued 07/18/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/17/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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