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Peter Michael Conneely

Franklin Distributors, LLC

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About Peter Michael Conneely

Peter Michael Conneely is a financial professional with over 24 years of experience in the financial services industry. Peter is currently registered with Franklin Distributors, LLC, and is licensed to sell securities in California, Connecticut, Florida, Massachusetts, and New York. Peter has held previous positions with Franklin Templeton Financial Services Corp., Franklin/Templeton Distributors, Inc., Dreyfus Service Corporation, and New England Securities. Peter has a broad range of experience in the financial services industry, and holds several licenses and certifications.

Firm Information

Peter Conneely is currently registered with Franklin Distributors, LLC. Franklin Distributors, LLC is a Limited Liability Company formed in December 2000. It is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

369

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Peter Conneely’s Registration & Firm History

CT

07/07/2021 - Present

Franklin Distributors, LLC (STAMFORD CT)

CA

06/18/2019 - 07/07/2021

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (SAN MATEO CA)

NY

01/09/2004 - 07/07/2021

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (NEW YORK NY)

NY

10/19/1999 - 12/02/2003

DREYFUS SERVICE CORPORATION (NEW YORK NY)

NY

07/16/1998 - 10/14/1999

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/12/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/16/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/29/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/2001

Series 7 - General Securities Representative Examination

BC

Issued 07/14/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter Michael Conneely.
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