Michael Connell, financial advisor Upper Arlington OH
96 score

Michael Connell

CRD Number: 1260952
Current Firm: Foresters Advisory Services, LLC

Michael Connell (CRD# 1260952) is an Investment Advisor Representative working at Foresters Advisory Services, LLC in Upper Arlington, OH and has over 33 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
First Investors Advisory Services LLC Upper Arlington, OH Aug 2012 - Current 5
First Investors Corporation Columbus, OH Feb 1984 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1984
Contact Info for Michael R. Connell
By the Numbers
  • Total Assets Under Management
    996
    MILLIONS
  • Total Number of Accounts
    5,500
    ACCOUNTS
  • Average Account Value
    $181,082
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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