Years of Experience
5-20+ Years
STAMFORD, CT
26 Years Experience
0 Disclosures
ADVISOR BIO
Wendy Reiners is a financial professional with over 20 years of experience in the industry. Wendy currently works for Access Securities, LLC, where she is registered as a broker and investment advisor. She is licensed in 22 states and holds the Series 3, Series 7, and Series 63 licenses.
SPECIALIZATIONS
No specializations listed.
New Haven, CT
46 Years Experience
0 Disclosures
ADVISOR BIO
Wendy Carmichael Wheeler is a financial advisor with over 40 years of experience in the industry. She is currently registered with Morgan Stanley, but previously worked for Citigroup Global Markets Inc., Shearson Lehman Hutton Inc., E. F. Hutton & Company Inc., and Advest, Inc. She has held both broker-dealer and investment advisor registrations and is currently active in Connecticut and Texas. Wendy holds both the Series 63 and Series 65 licenses, and the Series 7 and SIE licenses. She specializes in working with a variety of clients including high net worth individuals, pension plans, corporations, charitable organizations, and insurance companies.
SPECIALIZATIONS
Greenwich, CT
41 Years Experience
0 Disclosures
ADVISOR BIO
Wendy Ferguson is a financial advisor in Greenwich, CT with over 30 years of experience in the industry. Currently, Wendy is a registered representative with Raymond James & Associates, Inc. Wendy has previously worked with DEUTSCHE BANK SECURITIES INC., CITIGROUP GLOBAL MARKETS INC., DB ALEX. BROWN LLC and ALEX. BROWN & SONS INCORPORATED. Wendy is registered in 21 states, including California, Colorado, Connecticut, Delaware, Florida, and Georgia. Wendy holds Series 63 and 66 licenses. Wendy specializes in portfolio management for both individuals and businesses, financial planning and pension consulting.
SPECIALIZATIONS
SHELTON, CT
22 Years Experience
0 Disclosures
ADVISOR BIO
Wendy Butler has over 20 years of experience in the financial services industry. She has a strong background in investment products and is registered with Prudential Annuities Distributors, Inc. Wendy is licensed to sell insurance products and holds the Series 6 license.
SPECIALIZATIONS
No specializations listed.
GLASTONBURY, CT
5 Years Experience
0 Disclosures
ADVISOR BIO
Wesley Whalen Davis is a financial professional with over 10 years of experience in the industry. Wesley is currently registered with USI Securities, Inc. in Glastonbury, CT. Wesley specializes in a range of financial services, including investment company products and variable contracts. Previous roles include positions with VALMARK SECURITIES, INC. and STATE FARM VP MANAGEMENT CORP. Wesley is a licensed representative in Louisiana.
SPECIALIZATIONS
EAST HARTFORD, CT
30 Years Experience
0 Disclosures
ADVISOR BIO
Wesley Johnson is a financial advisor currently registered with Cetera Investment Advisers LLC. Wesley is a licensed financial advisor with over 27 years of experience in the industry, holding Series 6, Series 63, and Series 65 licenses. Wesley has been with Cetera Investment Advisers LLC since June 2019. Previously, Wesley worked with Foresters Financial Services, Inc. and Foresters Advisory Services. Wesley is a member of the Connex Credit Union board of directors.
SPECIALIZATIONS
Shelton, CT
9 Years Experience
0 Disclosures
ADVISOR BIO
Wesley Wunderlich is a financial professional with over six years of experience in the financial services industry. Wesley is currently registered with Prudential Annuities Distributors, Inc., and is licensed in 17 states. Wesley holds the Series 6 and Series 63 securities licenses, as well as the SIE exam. Wesley has a strong background in investment company products and variable contracts, and is committed to providing his clients with personalized financial advice.
SPECIALIZATIONS
No specializations listed.
TRUMBULL, CT
32 Years Experience
0 Disclosures
ADVISOR BIO
Wesley Martin Preslar is a registered investment advisor representative with Ameritas Advisory Services, LLC. Wesley has been in the securities industry since 1992. Wesley is registered with FINRA and the state of Connecticut. Wesley is also registered as an Investment Advisor Representative in the state of Connecticut. Wesley is licensed as an independent insurance agent to sell fixed insurance products. Wesley has experience working with individuals, corporations, businesses, charitable organizations, and pension and profit sharing plans. Wesley provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
SPECIALIZATIONS
Norwalk, CT
10 Years Experience
0 Disclosures
ADVISOR BIO
Weston Gosling Hatfield is a financial advisor with Northwestern Mutual Investment Services, LLC. Weston Gosling Hatfield has been in the financial services industry since February 7, 2015. Weston Gosling Hatfield is licensed to provide investment advice in Connecticut, Florida, New Jersey, New York, Ohio, and Texas. Weston Gosling Hatfield has previously worked at UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Weston Gosling Hatfield specializes in providing investment advice to individuals and families.
SPECIALIZATIONS
WINDSOR, CT
8 Years Experience
0 Disclosures
ADVISOR BIO
Whitney Louie is a financial advisor registered with Voya Financial Advisors, Inc. Whitney has been in the financial services industry since 2016 and holds the Series 6, Series 63 and SIE licenses. Whitney is located in Windsor, Connecticut and is registered to offer advisory services in Nevada.
SPECIALIZATIONS