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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Connolly is a financial advisor who has been in the industry for over 20 years. John is registered with LPL Financial LLC and has been with the firm since 2008. John is a Personal Financial Specialist and specializes in working with individuals, families, and businesses. John provides financial planning, investment management, and retirement planning services. John has a strong commitment to providing personalized financial advice and helping clients achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
ME
08/29/2013 - Present
LPL Financial LLC (YARMOUTH ME)
ME
03/01/2007 - 09/15/2008
ROYAL ALLIANCE ASSOCIATES, INC. (GORHAM ME)
ME
10/01/2004 - 03/01/2007
UNITED SECURITIES ALLIANCE, INC. (GORHAM ME)
CO
09/05/2003 - 10/01/2004
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
MO
09/27/2000 - 08/31/2001
EDWARD JONES (ST. LOUIS MO)
BC
Issued 11/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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