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Financial Advisors in Connecticut
11,410 Results
Unclaimed

Sound Income Strategies, LLC | CFP ®,CFC ® (Certifications)

location

WESTBROOK, CT

disclosure

1 Disclosures

ADVISOR BIO

David Scranton is a financial advisor with over 30 years of experience in the industry. David is registered as an investment advisor representative in Connecticut and Florida and offers a range of services, including financial planning, portfolio management for individuals and investment companies, and educational seminars. David has a strong focus on retirement planning and income generation strategies. David Scranton is affiliated with Sound Income Strategies, LLC.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

Equitable Advisors, LLC

location

STAMFORD, CT

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

David Griffith is a registered investment advisor representative with Equitable Advisors, LLC. David is licensed in Arizona, California, Colorado, Connecticut, Georgia, Indiana, Kansas, New Jersey, Pennsylvania, and Texas. David's areas of specialization include financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors. David has experience in working with individuals, families, and businesses. 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
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

FAIRFIELD, CT

experience

9 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

David Zimmer is a financial advisor with over 12 years of experience in the industry. David is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and is licensed to provide investment advice in Connecticut and Texas. Previously, David worked for CBG Financial Group, Inc. in West Palm Beach, Florida. David specializes in providing financial advice to individuals, businesses, investment companies, pension plans, insurance companies, and charitable organizations.

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

Moneco Advisors

location

EASTON, CT

0 Disclosures

ADVISOR BIO

David Katz is an investment advisor representative associated with Moneco Advisors. David is registered with the state of Connecticut. David is also licensed as an insurance broker with ACSIA PARTNERS and an insurance agent with UNITEDHEALTHCARE MEDICAL SOLUTIONS. David has been in the industry since March 2010. David has a Series 65 license and holds a Uniform Investment Adviser Law Examination certificate.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
LPL FINANCIAL SPONSORED ADVISORY PROGRAMS
Unclaimed

Piper Sandler & Co.

location

Greenwich, CT

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

David Fish is an active registered representative with Piper Sandler & Co., located in Greenwich, CT. David has been in the financial services industry since May 8, 2000. David has a strong track record of success, having worked at several prominent firms, including Weeden & Co.L.P. and People’s Securities, Inc. David is dedicated to providing clients with the highest level of service and expertise.

SPECIALIZATIONS

Portfolio Management for Businesses
ANALYTICAL REPORTS/PUBLIC FINANCE CONSULTING PROGRAM
Unclaimed

MML Investors Services, LLC | CFP ® (Certifications)

location

SHELTON, CT

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

David Beeman is a financial advisor with MML Investors Services, LLC in Shelton, CT. David has been in the financial industry since 2011. David is a Certified Financial Planner and holds the Series 66, Series 7 and SIE licenses. David also has experience as an independent insurance agent. David has a wide range of experience in providing financial advice, including asset allocation programs, financial planning, pension consulting and portfolio management.

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
location

GLASTONBURY, CT

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

David Michael Brisnehan is a financial advisor who has been in the industry since 2008. David is currently registered with USI Advisors in Glastonbury, Connecticut. David has a Series 66 license, Series 7 license and a SIE license. Prior to joining USI Advisors, David was employed with Financial Telesis Inc in Aliso Viejo, California.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
SEMINARS AND CONSULTATIONS
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

HARTFORD, CT

experience

31 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

David Edmund Goodwin is a financial advisor with over 29 years of experience in the financial services industry. David is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., working from their Hartford, Connecticut office. David has held previous positions with Advest, Inc., Northwestern Mutual Investment Services, Inc., and Robert W. Baird & Co. Incorporated. David offers investment advisory services to individuals, businesses, investment companies, pension plans, insurance companies, charitable organizations, and state and municipal government entities. David is a Series 6, 7, 63, and 65 licensed holder.

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

Newbridge Securities Corp.

location

NORWALK, CT

experience

43 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

David Tod is a financial professional with over 30 years of experience in the financial services industry. David is currently registered with Newbridge Securities Corp. in Norwalk, Connecticut and is also registered in New York and Ohio. David specializes in providing financial advice and services to individuals and families.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Noble Capital Markets, Inc.

location

Westport, CT

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

David Noriega is a financial professional with over 30 years of experience in the securities industry. David is currently registered with Noble Capital Markets, Inc. and previously worked with Advisory Group Equity Services LTD., Source Capital Group, Inc., Moloney Securities Co., Inc., Rocky Mountain Securities & Investments, Inc., and The Stuart-James Company, Incorporated. David holds the Series 7, Series 63, and SIE licenses. He has a strong track record of providing investment advice and guidance to clients. David is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

No specializations listed.

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