Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Conneran is a financial advisor with Concourse Financial Group Securities, Inc. with over 20 years of experience in the financial industry. Thomas is also the owner of Conneran Financial Advising, LLC and has held positions with Edward Jones and PFS Investments Inc. Thomas is a Certified Financial Planner and holds the Series 6, 7, 26, 63 and 65 licenses. Thomas has a strong track record of providing financial advice to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Thomas is committed to providing personalized financial advice and helping clients 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.
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
MN
12/19/2013 - Present
Concourse Financial Group Securities, Inc. (Andover MN)
MN
02/03/2004 - 10/06/2011
EDWARD JONES (ANOKA MN)
GA
04/23/2001 - 02/03/2004
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 08/27/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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