Invested Better
Financial Advisors in Connecticut
11,410 Results
Unclaimed

PFS Investments Inc.

location

HAMDEN, CT

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Donna Miles Sterling is a financial advisor with PFS Investments Inc. Donna has been in the industry since 2000, providing financial guidance and investment management services to individuals, businesses, and charitable organizations. Donna is licensed to provide financial services in Connecticut.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Argus Investors' Counsel, Inc.

location

STAMFORD, CT

0 Disclosures

ADVISOR BIO

Donna Palais is an Investment Advisor Representative at Argus Investors' Counsel, Inc. Donna has been in the industry since July 1994. Donna is registered with the state of Connecticut and is a Series 65 licensed professional. Donna has experience working with High Net Worth Individuals, Charitable Organizations, and Pension and Profit-Sharing Plans. Donna is a registered representative with Argus Investors' Counsel, Inc. and specializes in portfolio management for businesses and individuals.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE THE "MISCELLANEOUS" SECTION OF SCHEDULE D.
Unclaimed

Voya Financial Partners, LLC

location

WINDSOR, CT

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Donna Jean Tornquist is a financial professional registered with Voya Financial Partners, LLC. She has been working in the financial services industry since April 28, 2019 and is currently registered with FINRA. Donna Jean has passed the Series 99TO and SIE exams and is a registered representative for Voya Financial Partners, LLC.

SPECIALIZATIONS

No specializations listed.

Unclaimed

LPL Financial LLC

location

Oxford, CT

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Donna Jean Potter is a registered investment advisor representative with LPL Financial LLC. Donna has been in the securities industry since February 16, 2005. Donna's current registration with LPL Financial LLC is active in Connecticut and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

LPL Financial LLC

location

ANSONIA, CT

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Donna Beth Adelglass is a financial professional with over 10 years of experience in the industry. Donna is registered with LPL Financial LLC and is licensed to provide financial advice in Connecticut. Donna focuses on providing financial planning, portfolio management, and other advisory services to individuals, businesses, and retirement plans. Donna has a strong understanding of the financial markets and is committed to helping her 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Osaic Institutions, Inc.

location

South Windsor, CT

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Donna D. Williams is a registered investment advisor representative with Osaic Institutions, Inc. based in South Windsor, Connecticut. Donna has been in the industry since February 22, 2008. Donna has a wide range of experience in the financial services industry and holds several licenses and certifications. She is also a registered representative with Osaic Institutions, Inc. and previously worked with Santander Securities LLC and LPL Financial LLC.

SPECIALIZATIONS

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

HARTFORD, CT

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Donna M. Bernard is a financial professional with over 10 years of experience in the industry. Donna is currently registered with Osaic FS, Inc. and Osaic FA, Inc. Donna is a General Securities Principal and holds the Securities Industry Essentials exam. Donna specializes in retirement planning, financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
RETIREMENT PLAN CONSULTING SERVICES PROVIDED ON LIMITED BASIS.
Unclaimed

Commonfund Securities, Inc.

location

WILTON, CT

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Donna Elizabeth Mayne is a registered representative with Commonfund Securities, Inc., a broker-dealer firm. Donna has been in the securities industry since 1998 and has licenses in all 50 states and the District of Columbia. Donna holds the Series 63, Series 7, and SIE licenses.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Janney Montgomery Scott LLC

location

Westbrook, CT

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Donna Lorraine Judge is a financial advisor with Janney Montgomery Scott LLC. Donna has been in the industry since April 6, 1993 and holds Series 6, 7, 24, 63 and 65 licenses. Donna has prior experience with several other firms including Wells Fargo Advisors LLC, A.G. Edwards & Sons, Inc., Legg Mason Wood Walker, Incorporated, MDS Securities Incorporated, 440 Financial Distributors, Inc., and FIS Securities, Inc. Donna specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

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

Voya Financial Partners, LLC

location

WINDSOR, CT

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Donna Rawson is a financial advisor registered with Voya Financial Partners, LLC in Windsor, Connecticut. Donna has been in the securities industry since 2015. She has passed the Securities Industry Essentials Examination (SIE) and the Investment Company Products/Variable Contracts Representative Examination (Series 6).

SPECIALIZATIONS

No specializations listed.

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