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Financial Advisors in Connecticut
11,410 Results
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
location

West Hartford, CT

experience

35 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

STAMFORD, CT

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Brian is a financial advisor with New Edge Wealth. Christopher has been in the financial services industry since 2011. Christopher has a Series 66, Series 63, Series 7TO, SIE, and Series 82 license. Christopher specializes in working with high-net-worth individuals, corporations, and charitable organizations. Christopher has experience providing portfolio management, financial planning, and pension consulting services.

SPECIALIZATIONS

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

Talcott Resolution Distribution Company, Inc.

location

Hartford, CT

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Conner is a financial professional with over 20 years of experience in the industry. Christopher is currently registered with Talcott Resolution Distribution Company, Inc. and holds the Series 6, 7, 24, 53, 63, 99TO and SIE licenses. Christopher has also worked with HIMCO DISTRIBUTION SERVICES COMPANY, HARTFORD FUNDS DISTRIBUTORS, LLC, FORETHOUGHT DISTRIBUTORS, LLC, ABN AMRO DISTRIBUTION SERVICES (USA), INC., BLACKROCK DISTRIBUTORS, INC, NORTHERN FUNDS DISTRIBUTORS, LLC, OFFIT FUNDS DISTRIBUTOR, INC., PFPC DISTRIBUTORS, INC., PERSIMMON SECURITIES, INC., WASHINGTON SQUARE SECURITIES, INC. and THE DREYFUS SERVICE CORPORATION. Christopher is registered in 44 states and the District of Columbia.

SPECIALIZATIONS

No specializations listed.

Unclaimed

AMG Distributors, Inc.

location

STAMFORD, CT

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Iovanna is a financial professional with over 20 years of experience in the industry. Christopher has a strong track record of success in the financial services industry, having worked for several prominent firms, including Linsco/Private Ledger Corp., Pioneer Funds Distributor, Inc., and Pyramis Distributors Corporation LLC. Christopher is currently registered with AMG Distributors, Inc. and holds several licenses, including Series 3, 4, 7, 24, 66, 87, and the SIE exam. Christopher is dedicated to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Buell Investment Advisors

location

GLASTONBURY, CT

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Berris has been a registered investment advisor since 1986. Christopher is currently registered with Buell Investment Advisors in Connecticut. Christopher has previously worked at FECHTOR, DETWILER & CO., INC. and NORTH AMERICAN INVESTMENT CORP.. Christopher has experience in financial planning, portfolio management for individuals, and portfolio management for businesses. Christopher offers a range of compensation arrangements, including fixed fees, hourly charges, and a percentage of assets. Christopher is actively registered with FINRA and has a total of 20 state registrations.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

UBS Financial Services Inc.

location

WESTPORT, CT

experience

27 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Farrell is an Investment Advisor Representative, with over 24 years of experience in the financial services industry. Christopher is registered with UBS Financial Services Inc. in Connecticut, Texas, and 33 other states. Christopher's firm is a large, established financial services firm with a broad range of financial services. Christopher is associated with the firm's Westport, CT office and has previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fairfield, CT and UBS Financial Services Inc. in Weehawken, NJ.

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
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

Starwood Capital, LLC

location

GREENWICH, CT

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Slawsky is a financial advisor at Starwood Capital, LLC. Christopher has been working in the financial industry since 2003 and holds Series 6, 7, 24, and 63 licenses as well as the SIE. Christopher previously worked at CAREY FINANCIAL, LLC, FMG DISTRIBUTORS, INC., DIRECT CAPITAL SECURITIES, INC., METLIFE INVESTORS DISTRIBUTION COMPANY, and PACIFIC SELECT DISTRIBUTORS, INC.

SPECIALIZATIONS

No specializations listed.

Unclaimed

MML Investors Services, LLC

location

STAMFORD, CT

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Charles Holland is a financial professional with over 27 years of experience in the financial services industry. Christopher currently works for MML Investors Services, LLC, as a Registered Representative, where he has been employed since March 2017. Prior to that, he held positions at several firms including MSI Financial Services, Inc., EchoTrade LLC, Access Securities, LLC, Weeden & Co. L.P., CF Global Trading, LLC, Bear, Stearns & Co. Inc., First New York Securities L.L.C., Deutsche Bank Securities Inc., ABN AMRO Incorporated, The Chicago Corporation, and Smith Barney Inc.. Christopher is registered with the state of Connecticut. Christopher holds several licenses including Series 7, Series 24, Series 55, Series 63, Series 66, Series 86, and Series 87.

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

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