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Financial Advisors in Connecticut
11,410 Results
Unclaimed

Commonwealth Financial Network

location

Glastonbury, CT

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Stephanie Sargisian is a financial advisor with Commonwealth Financial Network. Stephanie has been in the financial services industry since 2013. She is registered with the state of Connecticut and holds the Series 6, Series 63, and SIE licenses. Stephanie has experience in providing financial planning, portfolio management, and educational seminars.

SPECIALIZATIONS

No specializations listed.

Unclaimed
location

Greenwich, CT

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Stephanie Alexandra Mihalakos is a registered investment advisor with Morgan Stanley. Stephanie has over 20 years of experience in the financial services industry and has been with Morgan Stanley since 2013. She is registered to provide investment advice in a number of states and has a wide range of expertise, including financial planning, portfolio management, and asset allocation.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Franklin Distributors, LLC

location

STAMFORD, CT

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Stephen Francis Votto is a registered representative with Franklin Distributors, LLC. Stephen has been in the securities industry since October 1, 2008. Stephen holds the Series 7 and Series 63 registrations and is registered in 52 states.

SPECIALIZATIONS

No specializations listed.

Unclaimed

AMG Distributors, Inc.

location

STAMFORD, CT

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Stephen Edwards has been in the financial services industry since November 20, 2002. Stephen is currently registered with AMG Distributors, Inc. Stephen is registered with the state of Connecticut and Pennsylvania. Stephen has passed the Series 3, 7, 24, 63 and SIE exams.

SPECIALIZATIONS

No specializations listed.

Unclaimed

FHN Financial Securities Corp.

location

Darien, CT

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Stephen Brendan Walsh is a financial advisor with over 30 years of experience in the securities industry. Stephen has a broad range of experience working with various financial institutions, including FHN Financial Securities Corp., Links Securities LLC, Financial Asset Management, Inc., Smith Barney Inc., Donaldson, Lufkin & Jenrette Securities Corporation, UBS Securities Inc. and Drexel Burnham Lambert Incorporated. Stephen is currently registered with FHN Financial Securities Corp. in Connecticut. Stephen is also registered with the Financial Industry Regulatory Authority (FINRA) as a general securities representative. Stephen holds Series 7, 52TO, 53, 24 and 63 licenses.

SPECIALIZATIONS

No specializations listed.

Unclaimed

MWA Financial Services Inc.

location

Rocky Hill, CT

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Stephen Byczko is a financial professional with over 25 years of experience in the industry. Stephen is currently registered with MWA Financial Services Inc. and is licensed to provide financial advice in Connecticut. Stephen has a wide range of experience in the industry, including working with clients in various areas of financial planning, including portfolio management. Stephen has a strong understanding of the financial markets and is committed to providing clients with personalized and customized financial advice.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

WESTPORT, CT

experience

59 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Stephen Waterman Pettit is a financial advisor registered with Wells Fargo Clearing Services, LLC since November 2016. Stephen has been in the securities industry since December 1966 and has a strong track record of providing financial planning and portfolio management services to individuals and businesses. In addition to his experience with Wells Fargo Clearing Services, LLC, Stephen has worked with a number of other firms over the course of his career, including First Union Capital Markets Corp., Butcher & Singer Inc., Shearson Lehman Hutton Inc., Paine, Webber, Jackson & Curtis Inc., Blyth Eastman Dillon & Co. Incorporated, Merrill Lynch, Pierce, Fenner & Smith, Inc., and Eastman Dillon, Union Securities & Co., Incorporated.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

Darien, CT

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Stephen Pavia is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Stephen has over 25 years of experience in the financial services industry. Stephen is a Series 7, Series 6, Series 63, and Series 65 licensed professional with a Series 26 principal license. Stephen previously worked with J.P. MORGAN SECURITIES LLC and Wells Fargo Clearing Services, 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

VP Distributors LLC

location

HARTFORD, CT

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Stephen Hooker is a financial advisor with VP Distributors LLC. Stephen has been in the financial services industry since 1992. Stephen's primary office is located in Hartford, CT. Stephen's professional designations include Series 6, 7, 26, 63, and 66 licenses. Stephen is registered with the state of Connecticut. Stephen has previously been employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, PALI CAPITAL, INC., ALADDIN CAPITAL LLC, and PHOENIX EQUITY PLANNING CORPORATION.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Myfinancialpro, LLC | CFP ® (Certifications)

location

SHELTON, CT

0 Disclosures

ADVISOR BIO

Stephen John Lupkas is a financial advisor with Myfinancialpro, LLC. Stephen has over 25 years of experience in the financial services industry. Stephen is a Certified Financial Planner and holds Series 7, 63 and 65 securities licenses. Stephen is registered to provide investment advisory services in Connecticut and New York. Stephen specializes in providing financial planning and portfolio management services to both individuals and high net worth individuals. Stephen has worked at Amerprise Financial Services, Inc. and IDS Life Insurance Company.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals

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