Unclaimed
John Francis Connealy is a financial advisor registered with LPL Financial LLC. John has been in the financial services industry since 1987. John has held previous positions with Securities America, Inc., Aragon Financial Services, Inc., and American Express Financial Advisors Inc. John has offices in Omaha, NE, and Lincoln, NE.
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.
1
2
NE
04/30/2020 - Present
LPL Financial LLC (OMAHA NE)
NE
03/12/2002 - 04/30/2020
SECURITIES AMERICA, INC. (LINCOLN NE)
CA
03/03/1992 - 03/13/2002
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
NE
02/21/1991 - 02/20/1992
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
09/24/1987 - 01/30/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BC
Issued 06/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/12/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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