Invested Better
Financial Advisors in Connecticut
11,410 Results
Unclaimed

Natwest Markets Securities Inc.

location

STAMFORD, CT

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Christopher D. Towner is a registered representative of Natwest Markets Securities Inc. Christopher has been in the securities industry since January 27, 2007. Christopher holds the Series 3, 7, 63, and SIE licenses. Currently, Christopher is located in STAMFORD, CT and is registered with the state of Connecticut.

SPECIALIZATIONS

No specializations listed.

Unclaimed

International Assets Investment Management, LLC

location

Rocky Hill, CT

disclosure

4 Disclosures

ADVISOR BIO

Christopher Cymbala is a financial advisor with International Assets Investment Management, LLC. Christopher has over 20 years of experience in the financial services industry and holds Series 66, Series 7 and SIE licenses. Christopher provides a wide range of financial planning and investment advisory services to individual and business clients. Christopher also specializes in investment advisory services for high net worth individuals and corporations.

SPECIALIZATIONS

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

Voya Retirement Advisors, LLC

location

WINDSOR, CT

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Phillips is an investment advisor representative with Voya Retirement Advisors, LLC. Christopher has been in the industry since 2000 and is registered in Georgia. He is also a partner in Phillips Family Investors, Inc. DBA Mosquito Shield of NW Atlanta, which provides residential mosquito, flea, and tick suppression services. Christopher has extensive experience in the financial services industry and is dedicated to providing his clients with the best possible service.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Nylife Securities LLC

location

STRATFORD, CT

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Pia is a financial professional with over 13 years of experience in the industry. Christopher is currently registered with Nylife Securities LLC. Christopher holds the Series 6, Series 63 and SIE licenses. Christopher is registered in Connecticut, Florida, Massachusetts, New Hampshire, New York, and Texas. Christopher is dedicated to providing clients with personalized financial advice and strategies to help them achieve their financial goals.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Integrated Wealth Concepts LLC | CFP ® (Certifications)

location

Glastonbury, CT

disclosure

1 Disclosures

ADVISOR BIO

Christopher Michalman is a financial advisor with over 20 years of experience in the industry. Christopher is currently registered with Integrated Wealth Concepts LLC as a Registered Investment Advisor. Prior to joining Integrated Wealth Concepts LLC, Christopher was a financial advisor with LPL Financial LLC and Lincoln Financial Advisors Corporation. Christopher has a Series 6, 7, 24, 63, and 65 licenses. He is also a Certified Financial Planner. Christopher specializes in providing financial advice to individuals, families, and businesses. Christopher is committed to helping his clients achieve their financial goals.

SPECIALIZATIONS

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

Citigroup Global Markets Inc.

location

Greenwich, CT

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Alexis is a registered investment advisor with over 30 years of experience in the financial services industry. Christopher is currently an active advisor at Citigroup Global Markets Inc. and has previously held positions at several other firms including HSBC Securities (USA) Inc., HSBC Brokerage (USA) Inc., and The Dreyfus Service Corporation. Christopher specializes in providing investment advice to individuals, corporations, and other businesses. Christopher has a wide range of experience and expertise, including asset allocation, financial planning, and portfolio management. Christopher holds licenses in a wide variety of areas, including Series 7, Series 6, Series 10, Series 9, Series 24, Series 52TO, Series 53, Series 63, and Series 65.

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

Charles Schwab & CO., Inc.

location

West Hartford, CT

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Davis is a financial advisor with Charles Schwab & Co., Inc. Christopher has been in the industry since July 1999. Christopher has a wide range of experience, having worked at several firms including TD Ameritrade, Inc., Scottrade, Inc., MetLife Securities Inc., and Fidelity Brokerage Services LLC. Christopher is registered as a Broker-Dealer and Investment Advisor Representative in several states. Christopher holds the following FINRA licenses: Series 4, Series 6, Series 7, Series 9, Series 10, Series 63, and Series 65. Christopher specializes in Financial Planning and is a Wrap Fee Program Sponsor.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM
Unclaimed

Integrated Wealth Concepts LLC

location

WATERFORD, CT

experience

10 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Aldrich is a financial advisor with over 12 years of experience in the industry. He is currently registered with Integrated Wealth Concepts LLC in Waterford, Connecticut. Christopher has a broad range of experience, including working with high-net-worth individuals, corporations, and charitable organizations. He is a registered representative and investment advisor representative, and holds Series 7, 63, and 66 securities licenses.

SPECIALIZATIONS

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

STAMFORD, CT

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Fiske Perrett is a financial advisor registered with LPL Financial LLC in Stamford, CT. Christopher has been in the financial industry since August 14, 2011. Christopher previously worked at People's Securities, Inc. in Stamford, CT and CIBC World Markets Corp. in New York, NY. Christopher is licensed to provide financial advice in Connecticut. Christopher holds the Series 6, Series 63, and SIE licenses. Christopher's firm, LPL Financial LLC, is a large financial services firm with a wide range of services and clients. The firm manages over $463 billion in assets for a variety of clients, including individuals, businesses, and institutions.

SPECIALIZATIONS

No specializations listed.

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