Years of Experience
5-20+ Years
MANCHESTER, CT
7 Years Experience
0 Disclosures
ADVISOR BIO
Stephanie Johnson is a financial advisor associated with Cambridge Investment Research, Inc. Stephanie has been in the financial services industry for over 10 years and is licensed to sell securities and investment advisory services. Stephanie holds the Series 7 and SIE securities licenses, and has extensive experience in the field.
SPECIALIZATIONS
No specializations listed.
Middlebury, CT
4 Years Experience
0 Disclosures
ADVISOR BIO
Stephanie Lauren Field is a financial advisor who has been in the industry since August 20, 2021. She is registered with Ameriprise Financial Services, LLC in Alabama, Connecticut, North Carolina and Texas. Stephanie Lauren Field offers financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
SPECIALIZATIONS
GREENWICH, CT
36 Years Experience
3 Disclosures
ADVISOR BIO
Stephen Wolanske is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. He has been working in the financial industry since 1989 and is registered in 39 states. Stephen is a Series 63, 7 and SIE licensed individual. Stephen has experience working with clients in a variety of industries, including insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. His specialties include investing in equities, fixed income, mutual funds, and other investment products. He is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
SPECIALIZATIONS
WEATOGUE, CT
18 Years Experience
0 Disclosures
ADVISOR BIO
Stephen Francis Stroup is a financial advisor at Wedbush Securities Inc. Stephen has been in the financial services industry since October 2007. Stephen has experience providing financial planning, pension consulting, and educational seminars to individual and corporate clients. Stephen is also a registered investment advisor with Onward Advisors LLC.
SPECIALIZATIONS
FAIRFIELD, CT
12 Years Experience
0 Disclosures
ADVISOR BIO
Stephen Dennis is an active advisor who has been registered with the Securities and Exchange Commission (SEC) since 2013. Stephen has worked for Janney Montgomery Scott LLC since 2013 and is currently registered with FINRA and the state of Connecticut. Stephen is a licensed representative with a series 66, Series 7 and a SIE. He has a wide range of experience providing financial advice to individuals, families, and corporations. Stephen's specialties include investment management, financial planning, and retirement planning.
SPECIALIZATIONS
GREENWICH, CT
25 Years Experience
0 Disclosures
ADVISOR BIO
Stephen John Lillis is a financial advisor who is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Stephen has been in the financial services industry since February 4, 2000. Stephen has also been registered with CITI PRIVATE ADVISORY, LLC, CITIGROUP GLOBAL MARKETS INC. and J.P. MORGAN SECURITIES INC. Stephen is a Series 7, Series 31 and Series 63 licensed representative. Stephen is also a Series 65 licensed investment advisor representative. Stephen is registered to offer investment advisory services in Connecticut and Texas. Stephen's main office is located in Greenwich, Connecticut.
SPECIALIZATIONS
HARTFORD, CT
13 Years Experience
0 Disclosures
ADVISOR BIO
Stephen Kane is a financial advisor affiliated with UBS Financial Services Inc. Stephen's primary office is located in HARTFORD, CT. Stephen has been in the financial services industry for over 10 years. Stephen has a Series 7, Series 66 and SIE registration and has been registered with FINRA and the Securities and Exchange Commission for over 10 years.
SPECIALIZATIONS
Stamford, CT
13 Years Experience
0 Disclosures
ADVISOR BIO
Stephen Lines is a financial professional with over 10 years of experience in the industry. He is currently registered with Cowen AND Co., a firm based in Stamford, Connecticut. Stephen holds the Series 99 and SIE licenses.
SPECIALIZATIONS
No specializations listed.
Glastonbury, CT
0 Disclosures
ADVISOR BIO
Stephen Marc Weiner is an investment advisor representative with Advisors Capital Management, LLC. Stephen holds the Series 65 license. Stephen has been a registered investment advisor representative since August 2020. Stephen Weiner has 38 years of experience in the industry. Stephen's areas of expertise include financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
SPECIALIZATIONS
Fairfield, CT
17 Years Experience
0 Disclosures
ADVISOR BIO
Stephen Wagenbach is an investment advisor representative with Invesco Advisers, Inc. based out of Fairfield, CT. Stephen has been in the financial services industry since 2008. Stephen is licensed to provide investment advice in Texas. Stephen has Series 7, Series 31, Series 65, and Series 66 licenses. Stephen has experience working with several firms including COMMONFUND SECURITIES, INC. and SCHRODER FUND ADVISORS LLC. Stephen's specialties include portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
SPECIALIZATIONS
