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Financial Advisors in Connecticut
11,410 Results
Unclaimed

Fidelity Personal AND Workplace Advisors

location

STAMFORD, CT

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Widas is a financial advisor with Fidelity Personal and Workplace Advisors. Daniel has been in the industry since 2017 and has a strong background in both investment advisory and brokerage services. Daniel has passed the Series 6, Series 7, Series 63, and Series 65 exams.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

SOUTH WINDSOR, CT

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Duffey is a financial advisor with Fidelity Personal And Workplace Advisors. Daniel is based in SOUTH WINDSOR, CT. Daniel has been a registered financial advisor since 2018 and has experience in various financial institutions like VOYA FINANCIAL ADVISORS, INC., RBC CAPITAL MARKETS, LLC, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Daniel holds a Series 66, SIE, and Series 7 license. Daniel provides financial planning, educational seminars, selection of other advisors, and portfolio management services.

SPECIALIZATIONS

Financial Planning 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

28 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Joseph Flynn is an active Investment Advisor Representative with MML Investors Services, LLC. Daniel Flynn has been in the financial services industry since July 28, 1997. Daniel Flynn holds multiple licenses and is registered in Connecticut, New Jersey and New York. Daniel Flynn previously held positions at Pruco Securities, LLC., MSI Financial Services, Inc., New England Securities, Walnut Street Securities, Inc., Metropolitan Life Insurance Company, and First Montauk Securities Corp.

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

LPL Financial LLC | CFC ® (Certifications)

location

Branford, CT

experience

55 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Daniel Bullard is a financial professional with over 30 years of experience in the industry. Daniel is a Registered Representative with LPL Financial LLC. Daniel previously worked with THE O.N. EQUITY SALES COMPANY and WALNUT STREET SECURITIES, INC. Daniel has a background in providing investment advice and financial planning services to individuals, corporations, and other business entities. Daniel has earned the designations of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU).

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

Eagle Strategies LLC

location

EAST HAMPTON, CT

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Tucker Finn is a financial advisor with Eagle Strategies LLC. Daniel has been working in the financial services industry since February 14, 2013. Daniel is registered with the state of Connecticut as an investment advisor representative (IAR) and has passed the Series 6, Series 63, Series 65, and SIE exams. Daniel is a member of the Middlesex Chamber of Commerce. Daniel's firm, Eagle Strategies LLC, provides financial planning, portfolio management for individuals, educational seminars, publication of periodicals, and selection of other advisors.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

Greenwich, CT

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Singer is a financial advisor with Raymond James & Associates, Inc. located in Greenwich, Connecticut. Daniel has been in the financial services industry since July 2005. Prior to joining Raymond James & Associates, Inc., Daniel was employed by Deutsche Bank Securities Inc., Bear Wagner Specialists LLC, and Labranche & Co. LLC. Daniel holds a Series 63, Series 7, Series 21, Series 25, Series 57TO and SIE. Daniel specializes in providing financial advice for individuals, businesses, insurance companies, charitable organizations, pension and profit-sharing plans, and banking or thrift institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Ameriprise Financial Services, LLC

location

Stratford, CT

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Lawrence Freddino is a financial advisor with Ameriprise Financial Services, LLC, located in Stratford, CT. Daniel has been in the financial services industry since 1999. Daniel specializes in providing financial advice to individuals, families, and businesses. Daniel is registered in 20 states and holds the following licenses: Series 6, 7, 63, and 65. Daniel is also a member of the Board of Directors for a non-investment related organization.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

PFS Investments Inc.

location

GRISWOLD, CT

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Daniel John Musser is an investment advisor representative at PFS Investments Inc. Daniel has been in the financial services industry for over 2 years. Daniel is registered in Connecticut and holds the Series 6, SIE, and Series 63 licenses. Daniel's primary areas of focus are in the investment management for individuals.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Tourmaline Partners, LLC

location

STAMFORD, CT

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Dispigna is a financial professional with over 23 years of experience in the industry. Daniel is currently registered with Tourmaline Partners, LLC and previously worked with Greenwich Prime Trading Group, LLC and Williams Trading LLC. Daniel holds the Series 7, 24, 55, 63, 79TO, 99TO, and SIE licenses and is registered with the states of Connecticut, Florida, Illinois, and New York.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Iron Path Wealth Management, Inc. | CFP ®,CFA ® (Certifications)

location

NEWTOWN, CT

0 Disclosures

ADVISOR BIO

Daniel Granucci is a financial advisor and investment advisor representative for Iron Path Wealth Management, Inc. in Newtown, CT. He has been in the industry since 2005, and holds several licenses and certifications, including the Series 6, Series 7, Series 63, and Series 65 licenses. Daniel is also a Certified Financial Planner and Chartered Financial Analyst. Iron Path Wealth Management, Inc. is an independent investment advisory firm that provides financial planning, investment management, and other advisory services.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Publication of Financial Periodicals

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