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Financial Advisors in Connecticut
11,410 Results
Unclaimed

UBS Financial Services Inc.

location

HARTFORD, CT

experience

24 Years Experience

0 Disclosures

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.

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
Unclaimed

Sami Brokerage LLC

location

STAMFORD, CT

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Chad Taylor Stogel is a securities professional with over 14 years of experience in the financial services industry. Chad is currently registered with Sami Brokerage LLC in Stamford, Connecticut. Chad previously worked at Trillium Trading LLC in New York, New York. Chad has a strong track record of success in the securities industry and is dedicated to providing clients with exceptional service. Chad holds FINRA Series 7, 55, 57TO, and SIE licenses and is a registered representative in Connecticut, Iowa, and New York.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Fidelity Personal AND Workplace Advisors

location

NEW HAVEN, CT

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Chad Herbert Berry is a Registered Representative associated with Fidelity Personal And Workplace Advisors. Chad Berry's professional experience includes working at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A.. Chad Berry has a total of 8 years of experience in the securities industry. Chad Berry holds the Series 66, SIE and Series 7 licenses.

SPECIALIZATIONS

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

Commonwealth Financial Network | CFP ® (Certifications)

location

GLASTONBURY, CT

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Chad Wilford Langevin is a financial advisor with Commonwealth Financial Network. Chad has been a financial advisor for 12 years. Chad specializes in providing financial planning, portfolio management, and educational seminars. Chad has experience working with individuals, businesses, high-net-worth individuals, pension and profit-sharing plans, and corporations.

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

17 Years Experience

0 Disclosures

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.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Prudential Annuities Distributors, Inc.

location

SHELTON, CT

experience

24 Years Experience

0 Disclosures

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.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Voya Financial Advisors, Inc. | CFP ® (Certifications)

location

WINDSOR, CT

experience

5 Years Experience

0 Disclosures

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.

SPECIALIZATIONS

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

Prudential Annuities Distributors, Inc.

location

Shelton, CT

experience

5 Years Experience

0 Disclosures

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.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Raymond James & Associates, Inc.

location

West Hartford, CT

experience

23 Years Experience

0 Disclosures

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.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

PFS Investments Inc.

location

HAMDEN, CT

experience

33 Years Experience

0 Disclosures

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

Portfolio Management for Individuals

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