Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Connelly is a registered representative with Professional Planning Group. Patrick has been in the securities industry since July 18, 2015 and is registered with the state of Rhode Island, as well as several other states. Patrick offers financial planning services, including retirement planning, college savings, and estate planning. Patrick has a passion for helping people achieve their financial goals.
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.
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
RI
11/13/2020 - Present
Professional Planning Group (WESTERLY RI)
RI
06/24/2015 - 08/16/2019
SECURIAN FINANCIAL SERVICES, INC. (WARWICK RI)
BOTH
Issued 10/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Patrick Connelly is the right advisor for you? Invested Better is here to help.
