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Financial Advisors in Connecticut
11,410 Results
Unclaimed

Alps Distributors, Inc.

location

Stamford, CT

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Emily Charlotte Ackers is a financial professional with over 3 years of experience in the industry. Emily is currently registered with Alps Distributors, Inc. in Stamford, CT. Previously, Emily was registered with TD PRIME SERVICES LLC in New York, NY. Emily holds several licenses, including Series 7, Series 63, Series 3 and the SIE. Emily also holds the Series 99TO license. Emily is registered to provide securities services in all 50 states and the District of Columbia.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Morgan Stanley

location

West Hartford, CT

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Emily Page has been in the financial services industry since December 1997. Emily is currently registered with Morgan Stanley and holds Series 7, Series 63, and Series 65 licenses. Emily has previously been registered with Citigroup Global Markets Inc., Oppenheimer & Co. Inc., CIBC World Markets Corp., and PaineWebber Incorporated. Emily specializes in providing financial planning, asset allocation advice, and portfolio management for individuals, businesses, and investment companies. Emily also offers educational seminars and selection of other advisors.

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

Ameriprise Financial Services, LLC

location

Litchfield, CT

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Emily Savage is a financial advisor affiliated with Ameriprise Financial Services, LLC. Emily has been a financial advisor since 1998 and has experience working with individuals, high net worth individuals, corporations, and retirement plans. Emily has also worked with trusts and estates, insurance companies, charitable organizations, and state or municipal government entities.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Hedgeye Risk Management, LLC

location

STAMFORD, CT

0 Disclosures

ADVISOR BIO

Emily Evans is a registered investment advisor representative in Connecticut. Emily is currently employed by Hedgeye Risk Management, LLC. Emily has been registered in the securities industry since 1990 and has experience working for several firms, including Avondale Partners, LLC, Valubond Securities, Inc., J.C. Bradford & Co., Ward Bradford & Co., L.P. and Glickenhaus & Co.. Emily has also passed multiple industry exams, including the Uniform Investment Adviser Law Examination, Uniform Securities Agent State Law Examination, General Securities Principal Examination, Municipal Securities Principal Examination, Municipal Securities Representative Examination, and General Securities Representative Examination.

SPECIALIZATIONS

RESEARCH
Publication of Financial Periodicals
Unclaimed

Fruitful | CFP ® (Certifications)

location

Greenwich, CT

0 Disclosures

ADVISOR BIO

Emily Vallely is a financial advisor with Fruitful. Emily has been in the financial services industry since 2014, and is currently based in Greenwich, CT. Emily has her Series 66, Series 7, Series 7TO, and SIE licenses. Emily has a specialization in Financial Planning and Portfolio Management for Individuals. Emily is a CERTIFIED FINANCIAL PLANNER™.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Kestra Advisory Services, LLC

location

Southbury, CT

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Emily Burr has been in the financial services industry since 2000. Emily currently works as an Investment Advisor Representative at Kestra Advisory Services, LLC. Emily previously worked at Westport Resources Investment Services, Inc., NFP Securities, Inc. and TR Paul Inc. Emily Burr is registered with 11 states including Connecticut, Florida, Illinois, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island and has one FINRA registration. Emily has a Series 6, Series 66 and SIE license. Emily is licensed in Connecticut. Emily specializes in providing financial planning, pension consulting, and selection of other advisors. Emily works with a variety of clients including high-net-worth individuals, corporations, and pension and profit-sharing plans.

SPECIALIZATIONS

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

Janney Montgomery Scott LLC

location

WEST HARTFORD, CT

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Emily Christina Derikito is a registered representative with Janney Montgomery Scott LLC in West Hartford, CT. Emily has been in the financial industry for 1 year. Emily has Series 7, SIE, and Series 66 licenses. Emily has been registered with FINRA since March 25, 2022. Emily specializes in portfolio management for individuals and businesses, financial planning, and pension consulting.

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

GREENWICH, CT

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Emily Dreas is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Emily has been in the industry since 2002, working with clients in Connecticut, Vermont, and New York. Emily has a broad range of experience in the financial services industry. Prior to joining Merrill Lynch, Emily worked for WELLS FARGO ADVISORS, LLC, LEGG MASON INVESTOR SERVICES, LLC, CITIGROUP GLOBAL MARKETS INC., and ALLEN C. EWING & CO. Emily holds licenses for Securities Industry Essentials Examination, General Securities Representative Examination, Uniform Combined State Law Examination, and Uniform Securities Agent State Law Examination, Emily is a member of Sound Waters Investment and the Young President's Organization.

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

Connecticut Wealth Management, LLC | CFP ® (Certifications)

location

FARMINGTON, CT

0 Disclosures

ADVISOR BIO

Emily Rebekah Wood is a financial advisor with Connecticut Wealth Management, LLC based in Farmington, Connecticut. Emily has been a financial advisor for several years and has experience working with a variety of clients, including high-net-worth individuals, charitable organizations, and corporations. Emily is a Certified Financial Planner™ and holds the Series 6, 63, and 65 licenses. Emily is also a member of the Board of Directors of Advancing Connecticut Together (ACT) and the Simsbury Meadows Performing Arts Center.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
ASSETS UNDER ADVISEMENT
Unclaimed

Commonwealth Financial Network | CFP ® (Certifications)

location

CHESHIRE, CT

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Emily Normandin is a financial advisor with Commonwealth Financial Network, a firm that provides financial planning, portfolio management, and other investment-related services to individual investors, businesses, and institutions. Emily is a CERTIFIED FINANCIAL PLANNER™ professional with over seven years of experience in the financial services industry. She is passionate about helping her clients achieve their financial goals, whether it be saving for retirement, paying for college, or building a strong financial foundation. Emily is committed to providing her clients with personalized financial advice and guidance that is tailored to their specific needs and circumstances.

SPECIALIZATIONS

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

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