Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Connell is an investment advisor representative associated with Edward Jones and has over 20 years of experience in the financial services industry. Michael has earned licenses for both securities and investment advisory services. The advisor is licensed in 18 states and is active in the broker-dealer and investment advisor channels. Michael has worked with a variety of clients, including individuals, corporations, partnerships, pension and profit-sharing plans, insurance companies, investment clubs, 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.
See schedule d - miscellaneous
1
2
OR
02/02/2023 - Present
Edward Jones (LAKE OSWEGO OR)
IL
08/21/2014 - 01/04/2017
DEUTSCHE AM DISTRIBUTORS, INC. (CHICAGO IL)
OH
11/22/2011 - 08/07/2014
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
NY
05/07/2007 - 06/30/2010
GOLDMAN, SACHS & CO. (NEW YORK NY)
TN
06/15/2004 - 05/04/2007
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NASHVILLE TN)
CT
04/30/1998 - 06/08/2004
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
BOTH
Issued 05/01/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/15/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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