Invested Better
Financial Advisors in Connecticut
11,410 Results
Unclaimed

Voya Retirement Advisors, LLC

location

WINDSOR, CT

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Dexter Cumberbatch is an investment advisor representative with Voya Retirement Advisors, LLC, in Windsor, CT. Dexter has over 11 years of experience in the financial services industry. Dexter has passed the Series 7 and Series 66 exams. Dexter is registered to provide investment advice in Arizona and California. Dexter is also a partner at CactusHabit, LLC, a retail business, and owner of Birdfly, LLC, a technology services company.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

MML Investors Services, LLC

location

GLASTONBURY, CT

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Dhilan Shah is a financial advisor with over 10 years of experience in the financial services industry. Dhilan Shah is registered with MML Investors Services, LLC and has been with the firm since November 2019. Dhilan Shah specializes in providing financial advice to individuals, businesses, and institutions. Dhilan Shah has a wide range of experience and expertise in various areas of financial planning, including retirement planning, investment management, and insurance.

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

SPC Capital Markets LLC

location

Greenwich, CT

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Dhruv Sarna is a financial advisor with SPC Capital Markets LLC. Dhruv has been in the financial industry since 2015 and holds a Series 7TO, Series 79, and SIE licenses. Dhruv is registered in Connecticut and New York. Dhruv was previously employed by RBC Capital Markets, LLC.

SPECIALIZATIONS

No specializations listed.

Unclaimed

ASL Capital Markets Inc.

location

STAMFORD, CT

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Di Chen is a registered representative with ASL Capital Markets Inc. Di is licensed to sell securities in 50 states and the District of Columbia. Di holds the Series 7TO, Series 63, and SIE licenses. Di Chen is a licensed professional with experience in the financial services industry.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Lincoln Financial Distributors, Inc.

location

HARTFORD, CT

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Diana Langford is a financial advisor with Lincoln Financial Distributors, Inc. She has a Series 6TO and a SIE license and began her career on February 23, 2024. Diana Langford is a Registered Representative with Lincoln Financial Distributors, Inc. She has been in the financial services industry since February 23, 2024.

SPECIALIZATIONS

No specializations listed.

Unclaimed

VP Distributors LLC

location

HARTFORD, CT

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Diana Perlman is a financial advisor with VP Distributors LLC. Diana has been in the financial industry since October 8, 1996. Diana is registered with the state of Connecticut and Massachusetts. Diana has a Series 6, 7, 24, 52, 53, 63 and 14 licenses.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Charles Schwab & CO., Inc.

location

Greenwich, CT

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Diana Bustillo is a registered representative with Charles Schwab & CO., Inc. Diana has been in the industry for over 2 years. Diana is licensed in Connecticut. Diana holds the Series 63, Series 7TO and SIE securities licenses. Diana has been registered with FINRA since November 2022. Diana is located in the Greenwich, CT office of Charles Schwab & CO., Inc.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM
Unclaimed

J.p. Morgan Securities LLC

location

RIVERSIDE, CT

experience

3 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Diana Carolina Quezada is a financial professional registered with J.p. Morgan Securities LLC, with a registration date of October 20, 2021. Diana holds the Series 63, SIE and Series 6TO licenses. Diana has been in the financial industry since October 19, 2021, and is registered in Connecticut, New Jersey and New York.

SPECIALIZATIONS

No specializations listed.

Unclaimed
location

Greenwich, CT

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Diana Botero is a financial advisor who has been in the industry since July 2022. Diana is registered with Morgan Stanley and is licensed in 51 states and the District of Columbia. Diana's prior experience includes a role with J.P. Morgan Securities LLC, where she worked for over two years. Diana holds Series 66, Series 7TO and SIE licenses. Diana has extensive experience in providing financial planning, portfolio management and asset allocation advice to individual and institutional clients. Diana has experience working with clients of varying levels of wealth and sophistication. Diana is dedicated to helping her clients reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Voya Investments Distributor, LLC

location

WINDSOR, CT

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Diana Crecco Scheer is a financial advisor with Voya Investments Distributor, LLC. Diana has been in the financial services industry since 2007. Diana holds the Series 7, Series 6, Series 24 and SIE licenses and is registered with FINRA and the state of Connecticut. Diana's previous experience includes roles at Voya Financial Partners, LLC, Voya Financial Advisors, Inc., SLD AMERICA EQUITIES, INC. and DIRECTED SERVICES LLC.

SPECIALIZATIONS

No specializations listed.

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