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Financial Advisors in Connecticut
11,410 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

WALLINGFORD, CT

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Brandon Leigh Burleigh is an investment advisor representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc. located in Wallingford, CT. Brandon has been in the industry for over a year. Brandon has an active FINRA and state license. The advisor also has a Series 7TO, SIE, and a Series 66 license. Brandon is able to provide portfolio management for individuals and businesses, performance measurement reports, allocation modeling, IPS, research reports and services, pension consulting, and educational seminars.

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

Commonwealth Financial Network

location

POMFRET CENTER, CT

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Brandon David Koehler is a financial advisor registered with Commonwealth Financial Network. Brandon has been active in the financial services industry for over a year and holds the Series 7, Series 66 and SIE licenses. Brandon is a resident of Pomfret Center, Connecticut. Brandon has experience providing financial advice to individuals and businesses, with a focus on financial planning and portfolio management. Brandon is committed to providing his clients with personalized service and helping them achieve their financial goals.

SPECIALIZATIONS

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

Voya Financial Advisors, Inc.

location

WINDSOR, CT

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Brandon Craig Perkins is a financial advisor with Voya Financial Advisors, Inc.. Brandon is based in Windsor, CT, and has been in the industry since November 2015. Brandon holds the Series 6, 7, and 66 licenses as well as the SIE exam. Brandon is also registered in 53 states to provide brokerage and investment advisory services. Brandon previously worked at VOYA FINANCIAL PARTNERS, LLC.

SPECIALIZATIONS

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

Strong Capital Markets, LLC

location

STAMFORD, CT

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Brandon Miles Sherwood is a financial professional with experience in the securities industry. Brandon is currently registered with Strong Capital Markets, LLC and holds several licenses, including Series 7, 63, and 52. Brandon has worked in the securities industry since 2015 and has experience with municipal securities, futures, and other investments. Brandon is a resident of Stamford, Connecticut and is licensed to conduct business in Colorado and Connecticut.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Northwestern Mutual Investment Services, LLC

location

WEST HARTFORD, CT

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Brandon James Ngai is a financial professional registered with Northwestern Mutual Investment Services, LLC. Brandon has been working in the financial industry since September 25, 2018. Brandon has a Series 63, Series 7, and SIE license. Brandon is registered in 33 states and the District of Columbia.

SPECIALIZATIONS

INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS
Unclaimed

KEY Investment Services LLC

location

Fairfield, CT

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Brandon Anthony Williams is a registered representative with Key Investment Services LLC. Brandon has been in the industry since August 13, 2018 and specializes in retirement planning and life insurance. Brandon holds Series 63, SIE and Series 7 licenses and is registered in Connecticut. Prior to joining Key Investment Services LLC, Brandon worked at Citizens Securities, Inc. and MML Investors Services, LLC.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Fidelity Personal AND Workplace Advisors

location

WEST HARTFORD, CT

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Brannon Charles Ozark is an Investment Advisor Representative at Fidelity Personal And Workplace Advisors. Brannon has been in the industry since March 1, 2016. Brannon is licensed in 15 states for Broker/Dealer and Investment Advisor activities and holds several FINRA registrations.

SPECIALIZATIONS

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

Empower Financial Services, Inc.

location

Hartford, CT

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Brant Kintz is a financial advisor with Empower Financial Services, Inc. in Hartford, CT. Brant has been in the financial services industry since August 6, 1997 and has been registered in Connecticut, District of Columbia and Pennsylvania. Brant is a Series 6, 63, 99TO and SIE licensed professional.

SPECIALIZATIONS

No specializations listed.

Unclaimed

GSB Wealth Management, LLC

location

GUILFORD, CT

0 Disclosures

ADVISOR BIO

Brant Alan Walker is an investment advisor representative for GSB Wealth Management, LLC and has been in the industry since 1997. Brant Alan Walker has a Series 63, Series 6 and Series 65 license. Brant Alan Walker is also registered as an Investment Advisor Representative in Connecticut and Texas. Brant Alan Walker's current employment is with GSB Wealth Management, LLC in Guilford, CT. Brant Alan Walker's previous employment was with UST FINANCIAL SERVICES CORP. in New York, NY. Brant Alan Walker has a total of 475,013,328 in Regulatory Assets Under Management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
AD-HOC SERVICES, CONSULTING
Unclaimed

Firethorn Capital, LLC

location

WESTPORT, CT

0 Disclosures

ADVISOR BIO

Brant Joshua Root is an investment advisor representative with Firethorn Capital, LLC. Brant has been a registered investment advisor representative for over 20 years. Brant is licensed in Connecticut and Illinois and has passed the Series 7, Series 63 and Series 65 exams. Brant is associated with Firethorn Capital, LLC in Westport, Connecticut. Firethorn Capital, LLC is a registered investment adviser, managing assets for individuals, high-net-worth individuals and pooled investment vehicles. The firm has been registered as an investment adviser since January 2003. The firm has a strong focus on financial planning and portfolio management.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

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