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Financial Advisors in Connecticut
11,410 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

GREENWICH, CT

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Chelsea A. Cammarota is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Chelsea is an active representative of the firm and has been in the securities industry since October 31, 2000. Chelsea has a Series 66 license and holds registrations in multiple states, including Connecticut, Florida, New Jersey, South Carolina, and Texas. Chelsea also holds a Series 7 license and a SIE license.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Cetera Investment Advisers LLC

location

NORTH HAVEN, CT

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Chelsea Lynn Spencer is a registered representative with Cetera Investment Advisers LLC, a firm headquartered in Schaumburg, Illinois. Chelsea has over 6 years of experience in the financial services industry. Chelsea is registered to provide investment advice in Connecticut. Chelsea holds the Series 7, Series 6, Series 63 and Series 66 securities licenses. Chelsea specializes in providing financial planning, investment advisory, and portfolio management services to a wide range of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Chelsea's experience and expertise make her well-suited to help clients achieve 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
Unclaimed

Prudential Annuities Distributors, Inc.

location

Shelton, CT

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Chelsea Benbow is a financial professional with over 10 years of experience in the industry. Chelsea is currently registered with Prudential Annuities Distributors, Inc. and holds Series 6, Series 63 and SIE licenses. Chelsea's experience includes providing financial advice and investment management services to individuals and families.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Citigroup Global Markets Inc.

location

Westport, CT

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Chelsea Kelly Basler is a financial advisor registered with Citigroup Global Markets Inc., a firm with over $50 billion in assets under management. Chelsea has been in the industry since 2012 and has a broad range of experience providing financial advice and guidance to individuals, corporations, and other clients. Chelsea is also registered with the state of Connecticut and holds the Series 63, Series 66, and Series 7 licenses, as well as the SIE.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed

Interactive Brokers LLC

location

GREENWICH, CT

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Chenpai David Lee is a financial professional with over 20 years of experience in the industry. Chenpai currently works at Interactive Brokers LLC. Chenpai has held previous positions at INTERACTIVE BROKERS CORP., ARCHIPELAGO SECURITIES L.L.C., WAVE SECURITIES, LLC, A. G. EDWARDS & SONS, INC., NATIONAL SECURITIES CORPORATION, TIMECAPITAL SECURITIES CORPORATION and GAINES, BERLAND INC. Chenpai is registered with FINRA and holds licenses including Series 4, Series 7, Series 24, Series 55, Series 57TO and Series 63.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Cetera Investment Advisers LLC

location

HARTFORD, CT

experience

44 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Chera Gerstein is a registered investment advisor representative with Cetera Investment Advisers LLC. Chera has been in the financial services industry since 1980. Chera previously worked at Tower Square Securities, Inc. in Hartford, CT, HRH Securities, Inc. in New York, NY, Advantage Capital Corporation in Atlanta, GA, and Travelers Equities Sales, Inc. in El Segundo, CA. Chera is licensed to sell securities in multiple states.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

SHELTON, CT

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Cherie E Johnson is a financial advisor with MML Investors Services, LLC. Cherie has been in the financial industry since 2007. Cherie specializes in insurance companies, charitable organizations, high net worth individuals, corporations or other businesses, and individuals other than high net worth. Cherie holds the Series 6, SIE, and Series 63 securities licenses. Cherie is registered in Connecticut. Cherie's previous employers include MSI FINANCIAL SERVICES, INC., METLIFE INVESTORS DISTRIBUTION COMPANY, and METLIFE SECURITIES, INC.

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

Essex Financial Services, Inc.

location

ESSEX, CT

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Cherish Genova is a financial advisor with Essex Financial Services, Inc. in Essex, Connecticut. Cherish Genova has been a registered financial advisor since 2001. Cherish Genova has a wide range of experience in the financial services industry and has held various roles at several firms. Cherish Genova specializes in working with high-net-worth individuals, corporations, and charitable organizations. Cherish Genova provides a variety of financial services, including financial planning, portfolio management, and investment advisory services. Cherish Genova is committed to providing personalized financial advice and helping her clients achieve their financial goals.

SPECIALIZATIONS

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

ENFIELD, CT

experience

32 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Cheryl Ranney is a registered investment advisor representative with Edward Jones. Cheryl has been in the industry since 1993. Cheryl holds the Series 7, 24, 63, and 65 licenses and the SIE certification. Cheryl has been with Edward Jones since 1999. Edward Jones provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. The firm has over $800 billion in assets under management and employs over 19,000 financial advisors.

SPECIALIZATIONS

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

Voya Financial Advisors, Inc.

location

WINDSOR, CT

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Cheryl Beaudoin Fetzner is a financial advisor with Voya Financial Advisors, Inc. located in Windsor, CT. Cheryl has been in the financial services industry since November 1997 and has a strong track record of success in providing financial advice and guidance to individuals, families, and businesses. Cheryl is a Series 6 and Series 63 licensed representative and holds the SIE certification. Cheryl specializes in providing financial planning, portfolio management, and investment advisory services.

SPECIALIZATIONS

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

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