Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Connolly is an investment advisor representative with Brookstone Wealth Advisors, LLC. He is licensed to provide investment advice in Pennsylvania. Patrick has been in the financial services industry since 1998 and has a variety of experience in the industry. Patrick is also licensed as an independent insurance agent for the purpose of selling fixed insurance products, lines of authority in accident and health, life and fixed annuities, variable life/variable annuity.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
10/04/2021 - Present
Brookstone Wealth Advisors, LLC (Wexford PA)
PA
11/18/2005 - 11/28/2007
AMERITAS INVESTMENT CORP. (PITTSBURGH PA)
CA
12/10/2002 - 07/09/2004
BROOKSTREET SECURITIES CORPORATION (SAN JUAN CAPISTRANO CA)
MA
03/01/2001 - 12/13/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/01/2001 - 12/13/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
05/03/1999 - 05/02/2001
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
06/25/1998 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MA
05/06/1994 - 08/19/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/06/1994 - 08/19/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 07/16/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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