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Financial Advisors in Connecticut
11,410 Results
Unclaimed

AMG Distributors, Inc.

location

STAMFORD, CT

0 Disclosures

ADVISOR BIO

Alexander Matuschak is a registered representative at AMG Distributors, Inc. He is a licensed securities professional who holds the Series 7TO, Series 63 and SIE licenses. Alexander is registered with the state of Connecticut and Massachusetts. He has been in the industry since June 2024.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

STAMFORD, CT

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Robert Feneck is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Alexander has been in the industry since January 5, 2011. Alexander holds the Series 66, Series 79, and Series 7 licenses. Currently, Alexander is registered in Colorado, Nevada, and Texas. Alexander is also a board member of the 40 Madison Homeowner's Association, Inc. in Denver, Colorado.

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

Hornor, Townsend & Kent, LLC

location

WILTON, CT

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Casella is an investment advisor representative with Hornor, Townsend & Kent, LLC. Alexander has been in the industry since 2014 and has held previous roles with KEY INVESTMENT SERVICES LLC, LPL FINANCIAL LLC, WELLS FARGO ADVISORS, LLC and HORNOR, TOWNSEND & KENT, INC.. Alexander has a combined total of 12 approved state registrations, with 2 approved IA registrations.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

Portland, CT

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Floyd Ochse is a financial advisor currently registered with Raymond James Financial Services Advisors, Inc. in Portland, CT. Alexander has been in the industry since 2016 and has experience working with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Liberty Bank Investment Services. Alexander holds the Series 7, Series 66, and SIE licenses. Alexander's firm is based in Saint Petersburg, FL, and specializes in providing financial planning and investment management services for individuals, businesses, and retirement plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Piper Sandler & Co.

location

Greenwich, CT

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Raymond Peck is a financial advisor with over 7 years of experience in the financial services industry. Alexander currently works at Piper Sandler & Co. in Greenwich, CT, where he provides a variety of services, including portfolio management, investment banking, and analytics reports. Alexander has a strong track record of success in the financial services industry, and is dedicated to providing his clients with the best possible service. Alexander is also a member of the Series 79 licensing body and has extensive experience in the investment banking field.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc.

location

West Harford, CT

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Westcott is a financial advisor with over 8 years of experience in the financial services industry. Alexander is currently registered with Cambridge Investment Research Advisors, Inc. Alexander holds Series 66, Series 7 and SIE licenses. Alexander has a strong background in financial planning, portfolio management and insurance. Alexander is committed to providing personalized financial advice and guidance to help clients achieve 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
Market Timing Services
Unclaimed

Prudential Annuities Distributors, Inc.

location

SHELTON, CT

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Lamere is a financial professional with Prudential Annuities Distributors, Inc. based in Shelton, CT. Alexander holds licenses including Series 6, Series 63, and SIE. Alexander has been active in the industry since 2016. Alexander is currently registered with the state of Florida and North Carolina.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Osaic Institutions, Inc.

location

SOUTHINGTON, CT

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Theodore Parkos is a financial advisor affiliated with Osaic Institutions, Inc. Alexander has been active in the industry since November 4, 2020. His registrations cover both Broker-Dealer and Investment Advisor scopes. He is registered in multiple states including Connecticut, Florida, Maryland, Massachusetts, New York, North Carolina, Rhode Island, South Carolina, Vermont, and Virginia. Alexander holds licenses for Series 66, Series 7TO, and SIE. He also offers educational seminars and other advisory services.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

SOUTHPORT, CT

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Tyler is a licensed financial professional registered with J.P. Morgan Securities LLC, located in Southport, Connecticut. Alexander has been in the financial services industry since January 5, 2023, and is currently registered in Connecticut, New Jersey, and New York. Alexander holds Series 63, Series 6TO, and SIE licenses, demonstrating knowledge of the investment industry.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Cheshire, CT

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Doval Taylor is a financial advisor registered with J.P. Morgan Securities LLC. Alexander has been in the industry since March 2023. Alexander holds the Series 63, Series 6TO, and SIE licenses. Alexander specializes in providing financial advice to individuals, businesses, insurance companies, charitable organizations, pension and profit-sharing plans, and other types of clients. Alexander's registration is active in Connecticut, New Jersey, and New York.

SPECIALIZATIONS

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

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