Invested Better
Financial Advisors in Connecticut
11,410 Results
Unclaimed
location

West Hartford, CT

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Perry is a financial advisor with Morgan Stanley. Christopher has been in the financial industry since October 24, 1989, and is licensed in 36 states. Christopher has a strong background in the industry, having previously worked at CITIGROUP GLOBAL MARKETS INC. and MORGAN STANLEY DW INC. In addition to his experience, Christopher holds Series 3, 7 and 63 licenses, as well as the SIE exam. Christopher is committed to providing his clients with comprehensive financial advice, including investment management, financial planning, and pension consulting.

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
location

HARTFORD, CT

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Scuderi is a registered representative with Osaic FA, Inc. in Hartford, CT. Christopher has been in the financial industry since 2011 and specializes in offering retirement plan consulting, educational seminars, and portfolio management for businesses and individuals. Christopher has a wide range of experience and is licensed in several states.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
RETIREMENT PLAN CONSULTING SERVICES PROVIDED ON A LIMITED BASIS.
Unclaimed

BCW Securities LLC

location

WESTPORT, CT

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Robin Wood is a registered representative of BCW Securities LLC and is currently licensed in Connecticut and New York. Christopher Robin Wood has been in the industry since February 7, 2008. Christopher Robin Wood holds the Series 63, Series 82, Series 99 and SIE exams. Christopher Robin Wood has been associated with BCW Securities LLC since February 7, 2008.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Osaic Institutions, Inc.

location

South Windsor, CT

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Curtis is a financial advisor registered in Connecticut and Florida. Christopher has been in the financial services industry since August 2008. Christopher is currently employed by Osaic Institutions, Inc. He has previously worked for LPL FINANCIAL LLC, and Prudential Annuities Distributors, Inc. Osaic Institutions, Inc., is a firm based in Meriden, CT that provides a variety of services, including financial planning, portfolio management for individuals, and selection of other advisers.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
SOLICITATION SERVICES FOR OTHER ADVISERS
Unclaimed
location

HAMDEN, CT

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Stevens is a financial advisor with LPL Financial LLC. Christopher Stevens is registered with the state of Connecticut and has been in the industry for over 1 year. Christopher Stevens has Series 7TO, Series 66, and Series 63 licenses. Christopher Stevens offers financial planning, portfolio management for businesses and individuals, consulting and other non-discretionary advisory services, and educational seminars to his clients.

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
Unclaimed

Morgan Stanley | CFP ® (Certifications)

location

Westport, CT

experience

34 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Michael Spahn is a financial advisor registered with Morgan Stanley in Westport, CT. Christopher has been in the industry since November 1991. Christopher is registered with the following states: Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Vermont, Virginia, and Washington. Christopher is also registered with the following SROs: FINRA. Prior to working at Morgan Stanley, Christopher worked at UBS Financial Services Inc, Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., and W.J. Nolan & Company, Inc.. Christopher is a Certified Financial Planner.

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

GYL Financial Synergies, LLC | CFP ® (Certifications)

location

WEST HARTFORD, CT

disclosure

1 Disclosures

ADVISOR BIO

Christopher Rafferty is a financial advisor with GYL Financial Synergies, LLC. Christopher Rafferty holds the Series 66, Series 7, Series 9, Series 10 and SIE licenses and is registered in Connecticut and Texas. Christopher Rafferty has been in the industry since 2007. Christopher Rafferty is also a Certified Financial Planner. GYL Financial Synergies, LLC specializes in portfolio management for businesses and individuals, financial planning, pension consulting, educational seminars and more. The firm's clients include high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state and municipal government entities.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS
Publication of Financial Periodicals
Unclaimed

Prudential Annuities Distributors, Inc.

location

SHELTON, CT

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Larkin is a financial advisor currently registered with Prudential Annuities Distributors, Inc. Christopher has been in the financial industry since 2003. Christopher is licensed in Florida and North Carolina. Christopher has passed the Series 6, Series 26, Series 63, and Series 65 exams.

SPECIALIZATIONS

No specializations listed.

Unclaimed

AMG Distributors, Inc.

location

STAMFORD, CT

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Connolly is a financial professional with over 10 years of experience in the securities industry. Christopher is currently registered with AMG Distributors, Inc. and holds the Series 6, 7 and 63 licenses as well as the Securities Industry Essentials (SIE) Exam. Christopher was previously registered with Eagle Fund Distributors, Inc. and GWN Securities Inc. Christopher has worked in various roles during his career and has a deep understanding of the financial markets. Christopher is committed to providing his clients with the highest level of service and helping them achieve their financial goals.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Prudential Annuities Distributors, Inc.

location

SHELTON, CT

experience

17 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Christopher Wadkins is a financial professional with over 15 years of experience in the industry. Christopher is currently registered with Prudential Annuities Distributors, Inc., and holds Series 6, 7, and 63 licenses as well as the SIE exam. Christopher has previously worked at Metlife Investors Distribution Company. Christopher is currently registered in Arizona, Colorado, Connecticut, New Mexico, Utah, and Wyoming.

SPECIALIZATIONS

No specializations listed.

Need help matching

with the right advisor?