ADVISOR BIO

Chad Charles Czerwinski is a financial advisor currently registered with UBS Financial Services Inc. Chad has been in the industry since 2001, and has been with UBS Financial Services Inc. since 2010. Prior to that, Chad was a registered representative with BancNorth Investment Group, Inc. and Webster Investment Services, Inc. Chad holds Series 3, 7, 9, 10, 31, and 66 licenses. Chad is also a member of the board of directors for Hartford Youth Scholars.

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ADVISOR BIO

Chad Allen Bell is a financial advisor with Osaic Institutions, Inc. Chad Bell has been in the financial industry since 2000. Chad Bell is registered with the state of Vermont and has been a financial advisor with Osaic Institutions, Inc. since 2011. Previously Chad Bell was affiliated with UVEST FINANCIAL SERVICES GROUP, INC., BANC OF AMERICA INVESTMENT SERVICES, INC., and CSFBDIRECT, INC. Chad Bell specializes in providing financial planning, portfolio management and solicitation services for other advisers.

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ADVISOR BIO

Chad Lueken is a registered Investment Advisor Representative with Knights Of Columbus Asset Advisors LLC. Chad is registered to provide investment advisory services in Indiana and Kentucky. Chad has been a field agent for Knights Of Columbus Insurance since June 1999 and is also a Councilman for the City of Jasper, Indiana.

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ADVISOR BIO

Chad Jeremy Himel is a financial professional with over 15 years of experience in the industry. Chad is currently registered with B. C. Ziegler And Co. in West Hartford, CT. Chad has Series 7, Series 52TO, Series 79TO, and SIE licenses. Prior to joining B. C. Ziegler And Co., Chad worked at Herbert J. Sims & Co. Inc.

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ADVISOR BIO

Chaiyot Chanyarakskul is a financial professional with over 15 years of experience in the industry. Chaiyot has a Series 6, Series 26 and Series 63 license, and has been registered with FINRA since 2008. Chaiyot is currently employed at PFS Investments Inc., a firm that provides investment advisory services to a range of clients, including individuals, corporations and charitable organizations.

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ADVISOR BIO

Chanise Louise Crouse is a financial advisor who has been working in the industry since November 22, 2001. Chanise is currently registered with Prudential Annuities Distributors, Inc. and holds Series 6, 7, 63, and 66 licenses. Chanise is registered in several states, including California, Florida, Ohio, Pennsylvania, and South Dakota. Chanise has experience working with Prudential Annuities Distributors, Inc., and PRUCO SECURITIES, LLC.

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ADVISOR BIO

Chantal Janay White is a financial professional with Prudential Annuities Distributors, Inc. Chantal has been in the industry since August 30, 2020 and is registered with the Financial Industry Regulatory Authority (FINRA). Chantal holds the Series 6, 63, and SIE licenses and is licensed in 15 states.

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ADVISOR BIO

Chantal Danielle Rascon is a financial advisor with Voya Financial Advisors, Inc. Chantal has been in the financial industry for over four years. Chantal holds the Series 7TO, Series 66, and SIE licenses. Chantal is registered in 53 states, including Connecticut, Florida, New York, and Texas. Chantal is also a Certified Financial Planner. Chantal works with individuals, high-net-worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

Charity Uldrikis is a financial advisor at Raymond James & Associates, Inc. Charity has been in the financial services industry since 2002. Charity is registered with the state of Connecticut to provide investment advice. Charity also has experience with LPL Financial LLC and UBS Financial Services Inc.

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ADVISOR BIO

Charlene Hall is an Investment Advisor Representative with PFS Investments Inc. Charlene has been in the financial industry since July 1992 and has been with PFS Investments Inc. since May 1992. Charlene holds the following licenses: Series 6, Series 63, and Series 65. Charlene is registered to provide investment advice in California, Connecticut, Florida, Maine, Maryland, Massachusetts, North Carolina, and Virginia. Charlene also provides financial services for individuals and businesses. Charlene is dedicated to providing clients with the highest level of service and expertise.

SPECIALIZATIONS