Invested Better
Financial Advisors in Connecticut
11,410 Results
Unclaimed

J.p. Morgan Securities LLC

location

Greenwich, CT

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Benjamin Dreano is an active investment advisor representative with J.p. Morgan Securities LLC in Greenwich, Connecticut. Benjamin has been in the industry for over 6 years. Benjamin is a licensed securities representative and investment advisor representative. Benjamin holds Series 66, 7TO, and SIE licenses. Benjamin is registered in 53 states and the District of Columbia.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Skyworks Securities, LLC

location

GREENWICH, CT

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Benjamin Levine is a financial professional with Skyworks Securities, LLC. Benjamin holds Series 7, 63, and 79TO licenses and has been in the industry since November 2023. Benjamin is registered in Connecticut and New York and is currently based out of the firm's Greenwich, CT branch office.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Voya Financial Advisors, Inc.

location

WINDSOR, CT

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Benjamin Nixon is a financial advisor with Voya Financial Advisors, Inc. based in WINDSOR, CT. Benjamin has been in the financial industry since 2014 and holds a Series 6, 7, 26, 63, and 66 licenses, as well as the SIE designation. Benjamin works with individuals, businesses, and charitable organizations, providing financial planning, investment advice, and educational seminars. Benjamin was previously registered with VOYA FINANCIAL PARTNERS, LLC.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Janus Henderson Distributors US LLC

location

Darien, CT

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Benjamin Luke Wang is a financial advisor with Janus Henderson Distributors US LLC. He is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7 and Series 63 licenses. Benjamin has been in the securities industry since 2012. He previously worked for VLS Securities LLC and Susquehanna Investment Group. Benjamin is a licensed securities representative in Colorado and Connecticut.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Prudential Annuities Distributors, Inc.

location

SHELTON, CT

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Benjamin Jakubowski is a financial professional with over 20 years of experience in the industry. Benjamin is currently registered with Prudential Annuities Distributors, Inc. Benjamin is licensed to conduct business in Connecticut, Florida, Massachusetts and New Jersey. Benjamin is also Series 6 and Series 63 licensed.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

STAMFORD, CT

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Benjamin C. Smiles is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Stamford, Connecticut, registered with the state of Connecticut and the state of Texas. Benjamin has a Series 7, Series 66 and SIE license. Benjamin has been in the securities industry since September 2, 2015. Benjamin is a member of Smiles Management LLC.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Knights OF Columbus Asset Advisors LLC

location

NEW HAVEN, CT

0 Disclosures

ADVISOR BIO

Benjamin Christopher Salazar is an investment advisor representative at Knights of Columbus Asset Advisors LLC, a firm that has been in business since 1995. Benjamin Salazar is registered with the state of North Carolina and Virginia as an Investment Advisor Representative. He has been in the industry since August 2016. Benjamin Salazar has a Series 65 license. Benjamin Christopher Salazar specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

SOUTHBURY, CT

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Benjamin Edwards is a financial advisor with LPL Financial LLC. Benjamin has been in the financial services industry since 2011. Benjamin is registered with the state of Connecticut and Texas. Benjamin has a wide range of experience in the financial services industry, including working with individuals, families, and businesses. Benjamin holds several industry licenses and designations, including the Series 7, Series 63, Series 24, Series 9, Series 10, and the SIE Exam. Benjamin is committed to providing his clients with personalized financial advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Fiscal Wisdom Wealth Management LLC

location

CANTON, CT

0 Disclosures

ADVISOR BIO

Benjamin Graham Stille is a registered investment advisor representative with Fiscal Wisdom Wealth Management LLC. Benjamin has been in the industry since 2004 and has experience in financial planning, portfolio management for individuals, and educational seminars. Previously, Benjamin was employed by Cambridge Investment Research, Inc., MML Investors Services, Inc., Next Financial Group, Inc., and SunAmerica Securities, Inc. Benjamin is licensed in Florida.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
SOLICITOR TO OTHER IA'S
Unclaimed

Northwestern Mutual Investment Services, LLC

location

Norwalk, CT

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Benjamin P. Feldman is a financial advisor with Northwestern Mutual Investment Services, LLC and has been in the industry since 2004. Benjamin P. Feldman is registered with FINRA and holds Series 6, 7, and 63 licenses. He is also registered to provide investment advisory services in 44 states. Benjamin P. Feldman's primary office is located at 50 Washington St Ste 600W, Norwalk, CT.

SPECIALIZATIONS

INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS

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