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Financial Advisors in Connecticut
11,410 Results
Unclaimed

Prudential Annuities Distributors, Inc.

location

SHELTON, CT

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Zachary John Dillman is a financial professional with over 5 years of experience in the industry. He is currently registered with Prudential Annuities Distributors, Inc. Zachary Dillman holds Series 6, Series 63, and SIE licenses. He is registered in New Jersey, North Dakota, and South Dakota. He has previously worked at Lincoln Financial Distributors, Inc.

SPECIALIZATIONS

No specializations listed.

Unclaimed

LPL Financial LLC

location

FAIRFIELD, CT

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Zahya Beall is an investment advisor representative at LPL Financial LLC. Zahya has been in the financial services industry for over 14 years, holding licenses in multiple states including Connecticut, Florida, and New York. Zahya has a strong background in investment management and financial planning, and has worked for several firms including Edward Jones and Legg Mason Investor Services, LLC. Zahya specializes in providing financial advice to individuals, families, and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

MML Investors Services, LLC

location

SOUTHBURY, CT

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Zakary Cianciolo is an investment advisor representative at MML Investors Services, LLC, and has been in the financial services industry since December 2013. Zakary is registered with the state of Connecticut and has Series 6, 7, 63 and 65 licenses. Zakary specializes in various financial planning and investment services, including asset allocation programs, portfolio management for individuals and businesses, and pension consulting. Cianciolo also has previous experience with Northwestern Mutual Investment Services, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION PROGRAMS
Unclaimed

Grayscale Securities, LLC

location

STAMFORD, CT

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Zeal Patel is a financial professional with over 6 years of experience in the securities industry. Zeal is currently registered with Grayscale Securities, LLC. Zeal holds Series 63, 7, 7TO, and SIE licenses and has a background in financial services. Prior to joining Grayscale Securities, LLC, Zeal worked at Credit Agricole Securities (USA) Inc.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Voya Financial Advisors, Inc.

location

WINDSOR, CT

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Zeke Mccracken Hall is a financial advisor with Voya Financial Advisors, Inc. Zeke has been in the financial services industry since June 13, 2014. Zeke is registered as an investment advisor representative in Maine, New York and Texas. Zeke has a Series 66 license, a Series 7 license and a SIE license. Zeke is also an independent insurance agent. Zeke offers financial planning services, educational seminars and selection of other advisors. Zeke is also a Registered Representative for Voya Financial Advisors, Inc. Zeke's previous employment includes Raymond James Financial Services, Inc. and Financial Benefits Services Corp. Zeke's current office locations are in Windsor, CT and South Portland, ME.

SPECIALIZATIONS

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

Clipper Advisor LLC | CFA ® (Certifications)

location

GREENWICH, CT

0 Disclosures

ADVISOR BIO

Zhen Liu is a financial advisor with Clipper Advisor LLC in GREENWICH, CT. Zhen has been in the industry since 1995 and has worked for several firms, including UBS Securities LLC, BANC OF AMERICA SECURITIES LLC, RBC DOMINION SECURITIES CORPORATION, and D. E. SHAW SECURITIES, L.P. Zhen specializes in portfolio management for individuals and has a strong background in equity trading. Zhen is also a Chartered Financial Analyst. Zhen's firm, Clipper Advisor LLC, is a registered investment advisor that provides portfolio management services to individuals. The firm manages approximately $4,228,000 in assets for 14 clients. Clipper Advisor LLC charges fees based on a percentage of assets under management and performance-based fees.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

STAMFORD, CT

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Zhu Howard is an investment advisor representative with LPL Financial LLC in Stamford, CT. Zhu has been in the industry since August 2018 and holds Series 66, SIE, and Series 7 licenses. Before joining LPL, Zhu worked at JP Morgan Securities LLC and Merrill Lynch. Zhu specializes in providing investment advice to individuals, businesses, corporations, and institutions. They offer a range of investment services, including financial planning, portfolio management, and consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Trivium Point Advisory, LLC | CFP ® (Certifications)

location

WESTPORT, CT

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Ziyah Ruth Esbenshade is an investment advisor representative with Trivium Point Advisory, LLC, a registered investment advisor firm based in Westport, CT. Ziyah Esbenshade has been in the financial services industry since 1999, and has a diverse background in the field. Ziyah Esbenshade is a Certified Financial Planner and has expertise in providing financial planning services, pension consulting, selection of other advisors, and portfolio management for individuals. The firm offers a range of services, including financial planning, pension consulting, and portfolio management, to individuals, high-net-worth individuals, and pension and profit-sharing plans. Ziyah Esbenshade has a strong track record of success, and is committed to providing her clients with the highest quality of service.

SPECIALIZATIONS

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

Mutual OF America Securities LLC

location

GLASTONBURY, CT

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Zoe McFadden is a financial advisor with Mutual of America Securities LLC. Zoe is registered in Connecticut and Massachusetts and holds the Series 63, SIE, and Series 6TO licenses. She is located in Glastonbury, CT.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Procyon Advisors, LLC | CFP ®,CFC ® (Certifications)

location

SHELTON, CT

experience

13 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Zoltan Pongracz is a financial advisor with Procyon Advisors, LLC. Zoltan has been in the industry since 2011 and has experience in a variety of financial services roles. Zoltan specializes in financial planning, pension consulting, and portfolio management for individuals and pooled investment vehicles. Zoltan is also a Certified Financial Planner and a Chartered Financial Consultant.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

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