Unclaimed
Joe Henry Connell has been in the industry for over 35 years. He has extensive experience as a Financial Advisor and is currently registered with Public Safety Financial/galloway. Joe has passed the Series 6, Series 7, Series 24, Series 26, Series 51, and Series 63 examinations, along with the Uniform Investment Adviser Law Examination. In the past, Joe has been affiliated with Cambridge Investment Research, Inc., MML Investors Services, LLC, AIG Retirement Advisors, Inc., and The Variable Annuity Marketing Company.
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.
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
AZ
11/13/2019 - Present
Public Safety Financial/galloway (MESA AZ)
AZ
05/02/2011 - 12/23/2014
CAMBRIDGE INVESTMENT RESEARCH, INC. (TEMPE AZ)
AZ
06/15/2010 - 01/26/2011
MML INVESTORS SERVICES, LLC (SCOTTSDALE AZ)
AR
09/24/1998 - 03/04/2009
AIG RETIREMENT ADVISORS, INC. (LITTLE ROCK AR)
TX
09/04/1984 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/19/2000
Series 24 - General Securities Principal Examination
BC
Issued 07/03/1991
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/23/2014
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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