Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Connolly is an investment advisor representative with HTG Investment Advisors Inc. Valerie has been in the industry since 1993. Valerie has a Series 6, 7, 26, 63 and 66 licenses. Valerie has experience working with individuals and high net worth individuals. The firm's assets under management are $859,803,504. Valerie has a total of 1,390 client accounts. HTG Investment Advisors Inc. provides investment advisory services for individuals and families, with a focus on high net worth individuals. They offer a range of services including financial planning, portfolio management, and selection of other advisors. The firm's assets under management are $859,803,504.
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.
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
CT
06/08/2011 - Present
HTG Investment Advisors Inc. (NEW CANAAN CT)
CT
08/10/2007 - 02/11/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STAMFORD CT)
NY
04/14/2000 - 08/31/2001
UST FINANCIAL SERVICES CORP. (NEW YORK NY)
MA
02/16/1998 - 01/19/2000
FIS SECURITIES, INC. (BOSTON MA)
NA
02/27/1995 - 02/13/1996
SHAWMUT BROKERAGE, INC.
IN
03/28/1994 - 07/15/1994
MDS SECURITIES INCORPORATED (CARMEL IN)
NA
12/15/1993 - 03/28/1994
SHAWMUT BROKERAGE, INC.
BOTH
Issued 08/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/09/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/14/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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