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Financial Advisors in Connecticut
11,410 Results
Unclaimed
location

Middletown, CT

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Craig W Dennis is a financial advisor with Edward Jones. Craig holds Series 7, 6, 63 and 66 securities licenses as well as the SIE exam. Craig has been a registered representative since 2011. Craig has experience working with a variety of firms such as Massachusetts Mutual Life Insurance Company, MML Investors Services LLC, Saybrus Equity Services, Inc., Foresters Financial, Four Seasons Financial Group, The Leaders Group Inc, and Edward Jones. Craig's areas of expertise include portfolio management for individuals and businesses, financial planning, and pension consulting.

SPECIALIZATIONS

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

Noble Capital Markets, Inc.

location

Westport, CT

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Craig Nathanson is a financial professional with over 20 years of experience in the securities industry. Craig has a broad range of experience in the financial services industry, including positions at Western International Securities, Inc., JVB Financial Group, LLC, and BANC ONE SECURITIES CORPORATION. Craig is currently registered with Noble Capital Markets, Inc. and holds several licenses, including Series 7, 63, 52TO, and 24. Craig specializes in providing investment advice and financial planning services to individual clients.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Redhawk Wealth Advisors, Inc. | CFC ® (Certifications)

location

West Hartford, CT

0 Disclosures

ADVISOR BIO

Craig Andrew Roncaioli is a financial advisor with Redhawk Wealth Advisors, Inc. Craig has been in the financial services industry since 1990. He has experience working with individuals, families, and businesses. Craig is a Chartered Financial Consultant and holds Series 6, 7, 63, and 65 licenses. Craig is dedicated to helping clients reach their financial goals.

SPECIALIZATIONS

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

Grayscale Securities, LLC

location

Stamford, CT

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Craig Ian Salm is a registered representative with Grayscale Securities, LLC. Craig has been in the financial industry since July 1, 2018. Craig is licensed to sell securities in all 50 states, the District of Columbia, and Puerto Rico. Craig holds Series 7, 24, and 63 licenses. Craig is also a SIE exam holder. Craig has previously worked at Genesis Global Trading, Inc.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

STAMFORD, CT

experience

18 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Craig Howell Young is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the securities industry since July 18, 2006. Craig has a wide range of experience and licenses, including Series 7, 9, 10, 31, and 66. Craig is also registered in 53 states and jurisdictions. Craig is an experienced professional with a deep understanding of the financial markets. Craig is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

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

J.p. Morgan Securities LLC

location

NEW CANAAN, CT

experience

27 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Craig Foster is a financial professional with over 25 years of experience in the financial services industry. Craig has worked with J.P. Morgan Securities LLC since 2012 and has previously held positions at Chase Investment Services Corp., Fidelity Brokerage Services LLC, 1717 Capital Management Company, Investment Management & Research, Inc, and Allmerica Investments, Inc. Craig specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Craig holds Series 63, Series 65, Series 7, and SIE licenses. Craig is registered as a broker-dealer in 36 states and as an investment advisor in 2 states.

SPECIALIZATIONS

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

Judson Investments LLC

location

STAMFORD, CT

0 Disclosures

ADVISOR BIO

Craig Judson McBeth is an Investment Advisor Representative associated with Judson Investments LLC. Judson Investments LLC is based in Stamford, Connecticut and has been registered with the SEC since 2013. Craig McBeth has been in the industry since 2004. Craig McBeth is registered with FINRA and holds the Series 7, Series 63 and Series 65 licenses.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Voya Financial Advisors, Inc.

location

WINDSOR, CT

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Craig Cyr is a financial advisor with Voya Financial Advisors, Inc. Craig has been in the industry since 2018, and holds the Series 6, Series 63 and SIE licenses. Craig has experience working with high-net-worth individuals, individuals, corporations and charitable organizations. Craig specializes in a variety of financial planning needs, including retirement planning, college savings, and estate planning.

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

40 Years Experience

0 Disclosures

ADVISOR BIO

Craig Michael Meeker is a financial advisor with Prudential Annuities Distributors, Inc. in Shelton, CT. Craig has been in the financial industry since 1984 and has a wide range of experience in providing financial advice to clients. Craig holds a Series 7, 6, 63, and 26 license, and is registered in California, Florida, Illinois, and South Dakota.

SPECIALIZATIONS

No specializations listed.

Unclaimed

LPL Financial LLC | CFP ®,CFC ® (Certifications)

location

MADISON, CT

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Craig Bernard is a financial advisor with LPL Financial LLC. He has been in the financial services industry since November 23, 1986. Craig is registered with the state of Connecticut and holds a Series 63, Series 65, Series 7 and a Series 24 license. Craig is a Certified Financial Planner and a Chartered Financial Consultant. He offers various financial services to individuals and businesses.

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

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