Invested Better
Financial Advisors in Connecticut
11,410 Results
Unclaimed

PFS Investments Inc.

location

PLAINVILLE, CT

experience

25 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Brian Bender is a registered investment advisor representative with PFS Investments Inc. Brian Bender has been working in the financial services industry since 1999 and has passed exams like the Series 6, Series 63, and Series 26, as well as the SIE and the Series 65. Brian Bender is registered in Connecticut and Massachusetts. Brian Bender may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

GWN Securities Inc.

location

STAMFORD, CT

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Brian Eugene Rogers is a financial professional with over 30 years of experience in the industry. Brian is currently registered with GWN Securities Inc. and has been with the firm since January 2020. Brian has a broad range of experience in the industry with previous roles at Nationwide Securities, LLC, Polaris Financial Services, Inc., MML Investors Services, Inc., and MONY Securities Corp. Brian's expertise covers a range of financial services, including portfolio management for individuals, market timing services, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Morgan Stanley

location

Stamford, CT

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Brian Allan Jay is a financial advisor with over 6 years of experience in the industry. Brian Allan Jay is registered with Morgan Stanley and holds Series 66, SIE, and Series 7 licenses. Brian Allan Jay is currently registered in 38 states and is also an active Investment Advisor Representative in Connecticut and Texas. Brian Allan Jay is a highly experienced and knowledgeable financial advisor who can provide a wide range of services to clients. Brian Allan Jay specializes in providing financial planning, portfolio management, and asset allocation advice. Brian Allan Jay is committed to providing clients with personalized advice and strategies that are tailored to their individual needs and goals.

SPECIALIZATIONS

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

Commonwealth Financial Network

location

Westbrook, CT

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Brian Kayhart is a financial advisor who has been in the financial services industry since 1991. He is currently registered with Commonwealth Financial Network. Brian has a broad range of experience in the financial industry, having worked for several firms including Morgan Stanley, Citigroup Global Markets Inc., ICAP Securities USA LLC, GFI Securities LLC, and Euro Brokers Maxcor Inc. Brian holds the Series 7, Series 66 and Series 72 licenses. Brian focuses on providing financial planning, portfolio management and investment advisory services to individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans. Brian Kayhart also serves as an insurance agent for Somerset Hills Wealth Management.

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 Partners, LLC

location

WINDSOR, CT

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Brian Rolf Hill is a financial professional with over 20 years of experience in the industry. Brian has a strong background in securities and investment company products. Brian currently works at Voya Financial Partners, LLC. Prior to that, Brian worked for MMC Securities Corp., ADP Broker-Dealer, Inc., and T. Rowe Price Investment Services, Inc. Brian is licensed to sell securities in Delaware, District of Columbia, Maryland, North Carolina, Pennsylvania, and Virginia. Brian holds a Series 6, 7, and 66 license.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Northwestern Mutual Investment Services, LLC

location

SOUTHBURY, CT

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Brian Marshall Jones is a financial professional with Northwestern Mutual Investment Services, LLC, and has been in the industry since September 9, 1991. Brian is registered as an Investment Advisor Representative in Connecticut. Brian has several years of experience in the financial services industry and is dedicated to helping clients achieve their financial goals. Brian works with clients to create personalized financial plans that address their specific needs and goals.

SPECIALIZATIONS

INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS
Unclaimed

Commonwealth Financial Network

location

SIMSBURY, CT

experience

30 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Brian Dowd is a financial advisor who has been working in the industry since July 1994. Brian is currently registered with Commonwealth Financial Network in Simsbury, CT. Brian is a registered representative and investment advisor representative, and has passed the Series 7, Series 24, Series 63, and Series 65 exams. Prior to joining Commonwealth Financial Network, Brian worked for several other firms including BANC OF AMERICA INVESTMENT SERVICES, INC., QUICK & REILLY, INC., FIDELITY BROKERAGE SERVICES LLC, THE DREYFUS SERVICE CORPORATION, WASHINGTON SQUARE SECURITIES, INC., RELIASTAR FINANCIAL MARKETING CORP., and STRATTON OAKMONT INC..

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
location

Fairfield, CT

experience

11 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Brian Kauffman is a financial advisor at Morgan Stanley. Brian has over 14 years of experience in the financial services industry. Brian holds a Series 7, Series 66 and SIE licenses. Brian is registered to provide investment advice in 38 states. Prior to joining Morgan Stanley, Brian worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc. and Morgan Stanley & Co. Incorporated.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

Hamden, CT

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Brian Lynch is a registered representative with MML Investors Services, LLC. Brian has been in the financial services industry since 2021. Brian is currently licensed to sell securities in Connecticut and is also a registered investment advisor. Brian has experience in providing financial planning, asset allocation, investment consulting and insurance sales services. Brian is dedicated to providing clients with a high level of service and personalized advice to help them meet 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
ASSET ALLOCATION PROGRAMS
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

MILFORD, CT

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Brian Skinner is a financial advisor with over 12 years of experience in the industry. Brian is registered with LPL Financial LLC, and is licensed to provide financial advice in Connecticut, New Jersey and Texas. Brian has a strong background in financial planning and specializes in working with individuals, families, and businesses. Brian's expertise in financial planning and investment management makes Brian an invaluable resource to clients who are looking for personalized financial guidance.

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

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