Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Connelly is a financial advisor with Wedbush Securities Inc. Michael has been in the industry since 1982. Michael is licensed to provide securities and investment advisory services in 25 states and is also a registered Investment Advisor in Texas and Pennsylvania. Michael holds the Series 7, Series 63, and Series 65 licenses and has earned the SIE designation. His current office is located in Radnor, PA. Prior to joining Wedbush Securities, Michael was affiliated with B. RILEY WEALTH ADVISORS, INC., B.Riley Wealth Management, Inc, and Raymond James & Associates, Inc. In addition to being a financial advisor, Michael is also the President/Treasurer of The Philadelphia Chamber Ensemble. Michael focuses on providing financial advisory services to high-net-worth individuals, corporations, and other businesses. Michael specializes in financial planning, portfolio management for individuals and businesses, selection of other advisors, and pension consulting.
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.
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
PA
11/07/2024 - Present
Wedbush Securities Inc. (RADNOR PA)
PA
04/13/2012 - 06/20/2019
RAYMOND JAMES & ASSOCIATES, INC. (DEVON PA)
PA
03/13/2009 - 04/19/2012
RBC CAPITAL MARKETS, LLC (WAYNE PA)
PA
08/25/2006 - 03/13/2009
FERRIS, BAKER WATTS, LLC (WAYNE PA)
PA
09/13/1994 - 09/19/2006
JANNEY MONTGOMERY SCOTT LLC (WYNCOTE PA)
MO
07/22/1982 - 09/15/1994
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 06/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Connelly is the right advisor for you? Invested Better is here to help.
