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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Andrew Connelly is a financial advisor currently registered with Wells Fargo Clearing Services, LLC, and has been in the industry since October 16, 1986. Connelly has extensive experience in the financial services industry. Before joining Wells Fargo Clearing Services, LLC, Connelly was registered with A. G. EDWARDS & SONS, INC., WORTHEN INVESTMENTS, INC., and T. J. RANEY & SONS, INC.. Connelly holds the Series 63, Series 65, Series 7, Series 9, Series 10, and SIE licenses. He is a Certified Financial Planner and is licensed to provide investment advisory services in 26 states and has a branch office located in El Dorado, Arkansas.
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.
Investment consulting services to institutional clients
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
AR
09/22/2016 - Present
Wells Fargo Clearing Services, LLC (EL DORADO AR)
AR
08/25/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (EL DORADO AR)
AR
09/02/1988 - 09/05/1995
WORTHEN INVESTMENTS, INC. (LITTLE ROCK AR)
NA
10/10/1986 - 08/25/1988
T. J. RANEY & SONS, INC.
IA
Issued 09/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/31/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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