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Financial Advisors in Connecticut
11,410 Results
Unclaimed

Vision Financial Markets LLC

location

STAMFORD, CT

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Brian Howard Strack is a registered representative with Vision Financial Markets LLC. Brian has been working in the financial industry for over 17 years. Brian holds the Series 7, Series 55, Series 57TO, and SIE licenses. Brian has been previously registered with VANDHAM SECURITIES CORP., DOMESTIC SECURITIES, INC., SEABOARD SECURITIES, INC., KNIGHT SECURITIES, L.P., WACHOVIA SECURITIES, INC., and DLJDIRECT INC.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Voya Financial Partners, LLC

location

WINDSOR, CT

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Brian Enman is a financial advisor with Voya Financial Partners, LLC, based in Windsor, CT. Brian has been in the financial industry since 2014, and has extensive experience working with clients in the state of Connecticut. Brian holds a Series 6, Series 6TO and SIE licenses. Brian is currently registered with the state of Maine.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Knights OF Columbus Asset Advisors LLC

location

NEW HAVEN, CT

0 Disclosures

ADVISOR BIO

Brian Joseph Lawandus is an Investment Advisor Representative at Knights of Columbus Asset Advisors LLC. Brian has been in the financial industry for over 14 years and is registered in Florida and Pennsylvania. Brian has a Series 65 license and is also a licensed insurance agent for Knights of Columbus. Brian's primary focus is on providing investment advice to individuals, families, and small businesses. He also offers a variety of other services, including retirement planning, college savings planning, and estate planning. Brian is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Kelson Asset Management LLC

location

STAMFORD, CT

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Brian Rathjen is an active investment advisor representative with over 24 years of experience in the financial industry. Brian is currently registered with Kelson Asset Management LLC and has previously been registered with Roberts & Ryan, Inc., Marwood Group, Marwood Alternative Asset Management LLC, and Prudential Securities Incorporated. Brian holds the Series 3, 7, 24, 52TO, 63, 66, 79TO, 99TO, and SIE licenses. Brian is a senior managing director with Kelson Group I, LLC, a consulting firm, and provides directional guidance, advisory work, and business development assistance. Brian is also a trustee on the ULC Pension Plan and a board member of Boulder Crest.

SPECIALIZATIONS

Portfolio Management for Pooled Investment Vehicles
Unclaimed

MML Investors Services, LLC

location

GLASTONBURY, CT

experience

25 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Brian Bednarz is a registered representative and investment advisor with MML Investors Services, LLC. Brian has been in the industry since August 2000 and has a broad range of experience in financial services. Brian also holds Series 6, 7, 63 and 65 licenses. In addition to being registered with MML Investors Services, LLC, Brian is also a member/partner of JB Wealth Partners LLC. Brian is committed to providing clients with personalized financial advice and guidance.

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

Janney Montgomery Scott LLC

location

GLASTONBURY, CT

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Brian Halter is an investment advisor representative with Janney Montgomery Scott LLC. Brian has been in the financial services industry for over 20 years. Brian's primary focus is on helping individuals and families reach their financial goals. Brian is registered to provide investment advice in 30 states and the District of Columbia. Brian holds a Series 7TO, Series 66, and SIE licenses. Brian is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).

SPECIALIZATIONS

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

Fiscal Dynamics Inc.

location

FARMINGTON, CT

0 Disclosures

ADVISOR BIO

Brian Sullivan is an investment advisor representative at Fiscal Dynamics Inc. Brian has been in the industry since 2001. Brian holds Series 7 and Series 66 licenses. Brian's prior employment was with JEFFERSON PILOT SECURITIES CORPORATION in FORT WAYNE, IN. Brian is registered to conduct business in Connecticut and Louisiana. Brian's firm specializes in financial planning, selection of other advisors, portfolio management for businesses and individuals.

SPECIALIZATIONS

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

Elequin Securities LLC

location

Stamford, CT

experience

25 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Brian Park is a financial professional with over 20 years of experience in the securities industry. Brian is currently registered with Elequin Securities LLC and has previously held positions at STONEX FINANCIAL INC., WELLS FARGO SECURITIES, LLC, WACHOVIA SECURITIES, LLC, FORUM CAPITAL MARKETS LLC, and BEAR, STEARNS & CO. INC. Brian holds a number of industry certifications, including the Series 7, Series 24, Series 57TO, Series 86, Series 87, and the SIE. Brian is committed to providing his clients with the highest level of service and expertise.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Cambridge Investment Research Advisors, Inc.

location

EAST WINDSOR, CT

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Brian Charles Cassidy is a registered investment advisor with Cambridge Investment Research Advisors, Inc. and Duncan Financial Planning Advisors. Brian has been in the industry since December 1998 and holds Series 7, 24, and 66 licenses. Brian is registered to provide investment advice in 30 states and two provinces. Brian's primary office is located in East Windsor, Connecticut. Brian's current firm, Cambridge Investment Research Advisors, Inc., is a large firm with over 3,000 employees. Brian is registered with a variety of client types, including high net worth individuals, pension and profit-sharing plans, and corporations and other businesses.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

HARTFORD, CT

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Brian Tomaska is a financial advisor with UBS Financial Services Inc., a firm that provides wealth management and financial advisory services to a wide range of clients, including individuals, families, businesses, and institutions. Brian is a registered representative of UBS Financial Services Inc. and has been in the industry since 1998. Brian has expertise in a variety of financial planning areas and has earned the Series 7, 9, 10, 25, 63, 66, 99TO and SIE licenses. Brian is committed to providing clients with personalized financial advice and services that meet their unique needs.

SPECIALIZATIONS

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

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