Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Connolly is a financial advisor registered with Newedge Advisors. He is licensed in Florida, Massachusetts, North Carolina and Rhode Island. He has been in the industry since 1989 and specializes in providing financial advice to individuals and businesses. He also has experience working with retirement plans and charitable organizations.
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.
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.
1
2
LA
11/01/2021 - Present
Newedge Advisors (NEW ORLEANS LA)
MA
10/09/2014 - 02/02/2024
NEWEDGE SECURITIES, INC. (Dover MA)
MA
01/15/2009 - 10/15/2014
SUMMIT BROKERAGE SERVICES, INC. (Norwood MA)
MA
03/14/2002 - 01/20/2009
SAMMONS SECURITIES COMPANY, LLC (FOXBOROUGH MA)
CT
08/16/1989 - 03/13/2002
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IA
Issued 12/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/14/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Joseph Connolly is the right advisor for you? Invested Better is here to help.
