Terri Connelly (CRD# 2510137) is an Investment Advisor Representative working at Formidable Asset Management, LLC in Cincinnati, OH and has over 16 years of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Formidable Asset Management | Cincinnati, OH | Feb 2020 - Current | 4 |
| Ameriprise Financial Services, Inc. | Crestview Hills, KY | Jan 2015 - Feb 2020 | 5 |
| Unemployed | Cincinnati, OH | Jul 2013 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2016 |
- OH
-
Total Assets Under Management887MILLIONS
-
Total Number of Accounts1,064ACCOUNTS
-
Average Account Value$833,491
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
AZ, CA, CO, DE, FL, GA, IL, IN, KY, MA, NC, NY, OH, OR, PA, SC, TN, TX, VA, WA
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