Evan Connolly | Achievable

Evan Connolly is new to the financial services industry and has been with Ameriprise Financial for nearly a year. In that time, he has built a strong foundation in financial planning and client service, demonstrating a commitment to professional growth. Most recently, Evan achieved a key milestone by passing the Series 66 exam, further enhancing his ability to support clients with comprehensive financial solutions.

Articles by Evan Connolly

Abstract digital illustration of a student preparing for financial licensing exams at a desk, a window in front of them reveals their future professional self (a finance professional in a modern office talking to clients)

How I passed the Series 66 exam: My journey to becoming a licensed Financial Advisor

Read about how Evan Connolly, an early-career financial professional, fulfilled important financial licensing requirements by staying organized and approaching his studies efficiently.

Digital illustration of a machine taking a box that says "SIE concepts" and transforming it into "Series 66 mastery," symbolized by a graphs, documents, and a trophy.

From SIE to Series 66: How I built a system that actually worked

Learn how Evan Connolly developed a study system that led him to pass the SIE and Series 7, and how he plans on approaching his future licensing exams.