P. J. Shanley

About P. J. Shanley

PJ joined Barnum Financial Group, as a Financial Services Representative. He began his…

Experience

1. Financial Services Representative

   Barnum Financial Group

   Feb 2008 — Present · Shelton, CT, US

   We help over a quarter million clients, nationwide create wealth and make smart money decisions through our financial planning and consulting services. At Barnum Financial Group, we provide a full range of investment and risk management products and services to individuals and their families, as well as small businesses, corporations, government entities, and not-for-profit organizations and their employees in all fifty states.With offices in Connecticut, Massachusetts, New Jersey, New York, and Rhode Island, Barnum has a team of resources to help create customized solutions to fit your goals and circumstances. Barnum strives to build long-term relationships with each client through understanding, quality service, integrity, and financial education.*The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets administered. I am licensed and registered to offer products and services in various states. Licenses and registrations will vary. Please contact this office for further information.I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC Supervisory address: 6 Corporate Drive, Shelton CT 06484. Tel:

Education

• University of Rhode Island

  Bachelor’s of Science

Skills

• Disability Insurance
• Investments
• Financial Services
• Life Insurance
• Finance
• Mutual Funds
• Financial Planning
• Retirement Planning