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Financial Advisors in Connecticut
11,410 Results
Unclaimed

Allstate Financial Services, LLC

location

BRISTOL, CT

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

David Andes is a financial professional who has been in the industry since December 13, 1999. David is currently registered with Allstate Financial Services, LLC in Bristol, Connecticut, and holds licenses in Connecticut and Illinois. David has experience working with State Farm VP Management Corp. in North Haven, Connecticut. David has earned the Series 6, 26, and 63 securities licenses as well as the SIE.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Keefe, Bruyette & Woods, Inc.

location

HARTFORD, CT

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

David Granger is a financial advisor with Keefe, Bruyette & Woods, Inc. with over 20 years of experience in the industry. David has a broad range of experience, and holds licenses in a number of states, including California, Colorado and Connecticut. David's expertise includes securities trading and advisory services.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Voya Financial Advisors, Inc.

location

WINDSOR, CT

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

David Milton Arenz is a financial advisor with Voya Financial Advisors, Inc. in WINDSOR, CT. David has been in the industry since 2021. David is registered with FINRA and is licensed in Connecticut, North Carolina, and Washington. David has passed the Series 63, Series 7TO, and SIE exams.

SPECIALIZATIONS

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

PFS Investments Inc.

location

FAIRFIELD, CT

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

David Tran is a financial advisor with PFS Investments Inc. David is registered with the state of Connecticut and has been in the industry since September 10, 2017. David is licensed with FINRA and has Series 6, Series 63 and SIE licenses. David is affiliated with the firm's Fairfield, CT office.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Ameriprise Financial Services, LLC

location

Westport, CT

experience

41 Years Experience

disclosure

7 Disclosures

ADVISOR BIO

David Janny is a financial advisor with Ameriprise Financial Services, LLC. David has been in the financial services industry since June 20, 1984. David is registered to provide investment advice in Connecticut and Texas. David is also registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative. David has a wide range of experience in the financial services industry, including experience with Morgan Stanley and UBS Financial Services Inc. In addition to being a registered financial advisor, David is also a fiduciary. David is committed to providing his clients with personalized financial advice and guidance.

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

TOP Private Wealth | CFP ® (Certifications)

location

GLASTONBURY, CT

disclosure

2 Disclosures

ADVISOR BIO

David Gabriel Torres-Onisto is a financial advisor based in Glastonbury, CT. David is a registered Investment Advisor Representative of Top Private Wealth. David has been in the industry for 17 years. David has a strong understanding of financial planning and investment management. He also specializes in working with high-net-worth individuals and individuals other than high-net-worth clients. He is committed to providing clients with personalized advice and services to help them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Osaic Institutions, Inc.

location

FARMINGTON, CT

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

David Maikowski is a financial professional with over 30 years of experience in the securities industry. David is currently registered with Osaic Institutions, Inc. and has been with the firm since 2000. David is also a registered Investment Advisor in the state of Connecticut. Previously, David was registered with Liberty Securities Corporation, Wall Street Investor Services, and First Investors Corporation. David's professional designations include Series 6, Series 7, Series 24, Series 63, and Series 65.

SPECIALIZATIONS

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

Redhawk Wealth Advisors, Inc.

location

WEST HARTFORD, CT

disclosure

3 Disclosures

ADVISOR BIO

David Anthony Sutkaitis is an investment advisor representative with Redhawk Wealth Advisors, Inc., working in the firm's West Hartford, CT office. David holds a Series 6 and Series 63 license and has over 20 years of experience in the industry. David has previously worked at Securities America, Inc., Securities Service Network, LLC, Parkland Securities, LLC, Ohanesian / Lecours, Inc. and New England Securities. Redhawk Wealth Advisors, Inc. provides financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, pension and profit sharing plans, insurance companies, and other clients.

SPECIALIZATIONS

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

Stamford, CT

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

David Miller is a financial professional with over 25 years of experience in the industry. David has a strong background in trading and investment management. David currently works at Cowen and Co. and is registered with FINRA and the states of California, Connecticut, Georgia, New Jersey, New York, and Tennessee. David also holds the Series 7, Series 24, Series 55, Series 57TO, and SIE licenses.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Knights OF Columbus Asset Advisors LLC

location

NEW HAVEN, CT

0 Disclosures

ADVISOR BIO

David Minard is a Registered Investment Advisor (RIA) with Knights of Columbus Asset Advisors LLC, having joined the firm in August 2022. David is also a licensed insurance agent for Knights of Columbus Insurance, a role he has held since November 2006. David has been in the financial services industry since April 1986. David holds both the Series 6 and Series 65 licenses. David specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles

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