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Financial Advisors in Connecticut
11,410 Results
Unclaimed

WJ Financial Advisors, LLC

location

KILLINGWORTH, CT

0 Disclosures

ADVISOR BIO

Brandon J Lachance is an Investment Advisor Representative at WJ Financial Advisors, LLC. Brandon has been in the financial services industry since 2017. Brandon has a Series 65 license and is registered with the state of Connecticut. Brandon's areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

Greenwich, CT

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Brandon G Chen is an active Registered Representative and Investment Advisor Representative, licensed in multiple states. Brandon has been in the financial services industry since June 2021. Brandon currently works for J.P. Morgan Securities LLC in Greenwich, Connecticut. Previously, Brandon held positions at JPMorgan Chase Bank NA, Newbury Court (New England Deaconess Association), Geode Capital Management, University of Massachusetts, JC Enrichment Program Inc, Tempus Unlimited, Inc., and DoorDash. Brandon specializes in the following areas: securities, mutual funds, variable contracts, annuities, and retirement planning.

SPECIALIZATIONS

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

KEY Investment Services LLC

location

Fairfield, CT

experience

6 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
location

GLASTONBURY, CT

0 Disclosures

ADVISOR BIO

Brandon Quanci is an investment advisor representative associated with USI Advisors in Glastonbury, Connecticut. Brandon has been in the industry for 8 years. Brandon is currently registered with the state of New Jersey. He passed the Uniform Investment Adviser Law Examination (Series 65) in March 2022. Brandon specializes in portfolio management for businesses, pension consulting, and selection of other advisers.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
SEMINARS AND CONSULTATIONS
Unclaimed

BCW Securities LLC

location

WESTPORT, CT

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Brandon Keith Laughren is a securities professional with over 20 years of experience in the industry. Currently, Brandon is registered with BCW Securities LLC in Westport, CT. Brandon has held prior positions at Salomon Smith Barney Inc., UBS Securities LLC and J.P. Morgan Securities Inc. Brandon is a Series 7, 63, 62 and SIE licensed advisor.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Northwestern Mutual Investment Services, LLC

location

WEST HARTFORD, CT

experience

6 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

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

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
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

Empower Financial Services, Inc.

location

Hartford, CT

experience

27 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.

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