Years of Experience
5-20+ Years
Westport, CT
24 Years Experience
0 Disclosures
ADVISOR BIO
Stephanie Franchini is a Registered Representative and Investment Advisor Representative with Morgan Stanley. Stephanie is a highly experienced financial professional with over 23 years of experience in the industry. Stephanie has held positions at Citigroup Global Markets Inc. and Morgan Stanley Smith Barney. She currently holds Series 3, 7, 63 and 65 licenses, as well as registrations in 43 states and the District of Columbia. Stephanie has a strong track record of providing investment advice to individuals, families, and institutions.
SPECIALIZATIONS
MANCHESTER, CT
6 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.
Darien, CT
28 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
Fairfield, CT
16 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
FAIRFIELD, CT
11 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
Stamford, CT
3 Years Experience
0 Disclosures
ADVISOR BIO
Stephen Fitzsimmons is a financial advisor with RBC Capital Markets, LLC, based in Stamford, Connecticut. Stephen has over 12 years of experience in the financial services industry and is registered to provide investment advice in 53 states and the District of Columbia. Stephen has a Series 7 and Series 63 license and specializes in providing investment advice and financial planning services to individuals, families, and businesses.
SPECIALIZATIONS
WESTPORT, CT
58 Years Experience
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
Glastonbury, CT
29 Years Experience
0 Disclosures
ADVISOR BIO
Stephen Joyner is a financial advisor with over 25 years of experience in the financial services industry. Stephen is currently registered with Integrated Wealth Concepts LLC and LPL Financial LLC. Stephen has a strong track record of helping clients achieve their financial goals. Stephen specializes in financial planning, portfolio management for individuals, and selection of other advisors. Stephen is also a registered representative with FINRA and a registered investment advisor with the state of Connecticut.
SPECIALIZATIONS
Stamford, CT
17 Years Experience
0 Disclosures
ADVISOR BIO
Stephen Kauke is a financial advisor with Citi Private Alternatives, LLC, and Citigroup Global Markets Inc.. Stephen has been in the financial services industry since March 6, 2008. Stephen holds the Series 7 and SIE licenses. Stephen has been registered with FINRA since March 29, 2017.
SPECIALIZATIONS
No specializations listed.
GUILFORD, CT
31 Years Experience
0 Disclosures
ADVISOR BIO
Stephen Edward Bohan is a financial advisor at Centaurus Financial, Inc. Stephen has over 30 years of experience in the financial services industry, specializing in portfolio management, financial planning, and investment advisory services. Stephen's previous experience includes positions at Questar Capital Corporation, USALLIANZ Securities, Inc., FFP Securities, Inc., and Hornor, Townsend & Kent, Inc. Stephen is a registered investment advisor in Connecticut, Massachusetts, Ohio, Rhode Island, and Vermont.
SPECIALIZATIONS
