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Marc Connolly is a registered representative at TD Private Client Wealth LLC. Marc has been in the financial industry since 1994 and has a strong background in investment advising. Marc is a registered representative in New Jersey and has passed the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination, and the Uniform Combined State Law Examination. Marc has experience working with individuals, high-net-worth individuals, corporations, and other businesses. Marc provides financial planning, pension consulting, educational seminars, and portfolio management services.
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.
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.
A percentage of the total value of assets under management is charged.
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NJ
11/06/2024 - Present
TD Private Client Wealth LLC (Cranford NJ)
Active
Inactive
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