Years of Experience
5-20+ Years
WESTBROOK, CT
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
STAMFORD, CT
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
FAIRFIELD, CT
9 Years Experience
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
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
Greenwich, CT
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
SHELTON, CT
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
GLASTONBURY, CT
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
HARTFORD, CT
31 Years Experience
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
NORWALK, CT
43 Years Experience
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.
Westport, CT
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.
