Phone Number: 763-639-0868

Monday, November 18, 2019

Investor Education

Together, we will work to develop a plan and implement a process to achieve your financial goals.  It is important that you, the investor, understand the steps we are taking to invest your funds.  If I am unable to make sense of investing, then I may not be the right Financial Advisor for you. I will ask at our meetings, in person or on the phone, "what questions do you have".  Let’s discuss issues and concerns.  These are opportunities to make sense of your investing as well as consider investment adjustments that may be appropriate.

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Advisory Services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker/Dealer, and member FINRA and SIPC.  Conneran Financial is Independent of ProEquities, Inc.

Please be advised that presently Thomas Conneran holds series 6, 7, 63 and 65 licenses in CA, CT, DC, MD, MN, MT, ND, TX, VA, and WI. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by representatives before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.