Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Connolly is a financial advisor with Valmark Advisers, Inc. Richard has over 40 years of experience in the financial services industry. Richard earned the Series 7 and Series 66 licenses. Richard is registered with FINRA and is also registered to provide investment advice in Arizona, California, Colorado, Delaware, Florida, Illinois, Indiana, Louisiana, Maryland, Massachusetts, Minnesota, New York, Ohio, Oregon, South Dakota, Tennessee, Virginia, and Wyoming. Richard also holds a life insurance license. Richard provides financial planning, portfolio management, and consulting services for individuals, families, and businesses.
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.
Strategic management for diversified investment portfolios.
Consulting
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
OH
02/28/2000 - Present
Valmark Advisers, Inc. (COLUMBUS OH)
MN
09/30/1988 - 12/08/1997
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
NA
05/29/1987 - 09/30/1988
DATAPLAN SECURITIES, INC.
NA
02/21/1984 - 06/12/1987
INTEGRATED RESOURCES EQUITY CORPORATION
NA
08/09/1982 - 02/15/1984
VESTAX SECURITIES CORPORATION
BOTH
Issued 12/07/1999
Series 66 - Uniform Combined 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
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