Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanne? Claim Your ProfileJeanne Connolly is a financial professional with over 30 years of experience in the financial services industry. Jeanne Connolly is currently registered with Raymond James & Associates, Inc. and has previously worked for several other firms, including MORGAN KEEGAN & COMPANY, INC., AMSOUTH INVESTMENT SERVICES, INC. and INVEST FINANCIAL CORPORATION. Jeanne Connolly holds licenses to conduct securities business in the state of Tennessee.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
03/15/2016 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
AL
02/13/2007 - 09/26/2011
MORGAN KEEGAN & COMPANY, INC. (BIRMINGHAM AL)
FL
04/10/2006 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (NEW PORT RICHEY FL)
FL
03/11/1999 - 04/05/2006
INVEST FINANCIAL CORPORATION (TAMPA FL)
NY
06/27/1997 - 12/11/1998
NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)
FL
12/09/1994 - 07/15/1997
G.L. BARRETT & ASSOCIATES, SECURITIES INCORPORATED (SARASOTA FL)
CA
06/28/1994 - 12/12/1994
FIRST AFFILIATED SECURITIES (LA JOLLA CA)
MO
12/23/1993 - 06/29/1994
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
09/21/1993 - 12/31/1993
REPUBLIC SECURITIES, INC.
GA
11/02/1992 - 06/23/1993
PFS INVESTMENTS INC. (DULUTH GA)
NY
08/07/1989 - 10/31/1990
ROBERT TODD FINANCIAL CORP. (NEW YORK NY)
NA
03/28/1988 - 08/07/1989
MARSHALL DAVIS, INC.
NA
01/04/1988 - 03/29/1988
GREENTREE SECURITIES CORP.
NA
02/26/1987 - 12/31/1987
BROOKS WEINGER ROBBINS & LEEDS INC.
BC
Issued 08/13/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/07/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1989
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 11/12/1993
Series 3 - National Commodity Futures Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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