Invested Better
Financial Advisors in Connecticut
11,410 Results
Unclaimed

XT Capital Partners, LLC

location

WESTPORT, CT

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Frank Minard is a financial advisor at XT Capital Partners, LLC, a firm located in Westport, CT. Frank holds multiple licenses and certifications, including Series 63, 65, and 24. Frank is a registered representative with the state of Connecticut.

SPECIALIZATIONS

No specializations listed.

Unclaimed

GQR Securities LLC

location

Greenwich, CT

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Frank Lackner is a financial advisor with over 13 years of experience in the financial services industry. Frank currently holds a Series 7, 24, 63, 79TO, and 82TO licenses and is registered to sell securities in Connecticut and New York. Frank is currently employed with GQR Securities LLC. Frank has worked with several financial services firms throughout the years, including BMS Capital Advisory, Inc., Weild & Co., and FourBridges Securities, LLC. Frank has a strong understanding of the financial markets and has a proven track record of success.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Sound Planning AND Investments, LLC | CFP ® (Certifications)

location

ESSEX, CT

0 Disclosures

ADVISOR BIO

Frank Joe Flores is a financial advisor with over 30 years of experience in the industry. Frank is currently registered as a registered representative with Sound Planning And Investments, LLC. In addition to this, Frank is also a certified financial planner. Frank has previously worked with LPL Financial LLC and National Planning Corporation. Frank is committed to providing personalized financial advice and guidance to help clients achieve their financial goals. He is also active in the community, and is a member of several professional organizations.

SPECIALIZATIONS

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

ICR Capital LLC

location

NORWALK, CT

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Frank Maturo is a financial advisor who has been in the industry since 1983. Frank is currently registered with ICR Capital LLC, and previously worked with UBS Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Salomon Smith Barney Inc., Salomon Brothers Inc., and Federated Securities Corp.. Frank is also a licensed principal with the ability to conduct business in Connecticut.

SPECIALIZATIONS

No specializations listed.

Unclaimed

LPL Financial LLC

location

BRANFORD, CT

experience

50 Years Experience

0 Disclosures

ADVISOR BIO

Frank Joseph Navario is a financial advisor with over 40 years of experience. Frank is currently registered with LPL Financial LLC in Branford, Connecticut. Frank has previously worked with Lincoln Financial Securities Corporation, FFP Securities, Inc., Hornor, Townsend & Kent, Inc., Monarch Securities, Inc., New England Securities Corporation, Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. Frank holds Series 6TO, SIE, and Series 1 licenses. Frank specializes in providing financial planning and consulting services through Summit Planning Group LLC, an independent investment advisor firm.

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
location

STAMFORD, CT

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Frank Altomaro is a financial professional with over 17 years of experience in the industry. Frank is currently a registered representative with Jefferies LLC and has held prior roles with Jefferies High Yield Trading, LLC, RBS Greenwich Capital, and Morgan Stanley DW Inc. Frank is licensed to conduct business in all 50 states, the District of Columbia, and Puerto Rico. Frank holds a Series 7, 24, 31, 55, 57TO, 66 and 79TO.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Quarve Associates, LLC

location

STAMFORD, CT

0 Disclosures

ADVISOR BIO

Frank G. Welch is a Registered Investment Advisor with Quarve Associates, LLC, in Stamford, CT. Frank Welch has been in the industry since 1993. Frank Welch has a Series 65 license and is registered to provide investment advisory services in Connecticut. Frank Welch holds a Mortgage Loan Originator license in the State of Connecticut. Quarve Associates, LLC manages $42,776,840 in assets for 18 clients. The firm's assets under management are primarily discretionary and are held by high net worth individuals. The firm provides portfolio management for individuals and financial planning services.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

R & R Wealth Strategies, LLC

location

RIDGEFIELD, CT

0 Disclosures

ADVISOR BIO

Frank Anthony Rowella is an Investment Advisor Representative with R & R Wealth Strategies, LLC, a registered investment advisor. Frank has been in the industry since 1985 and holds a Series 66 license. Frank is also a Certified Public Accountant and a partner in the firm Reynolds & Rowella, LLP. Frank provides financial planning and consulting services to individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
CONSULTING
Unclaimed

Pruco Securities, LLC

location

Brookfield, CT

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Frank Delucia is a financial professional with over 16 years of experience in the industry. Frank is currently registered with Pruco Securities, LLC, and has held this position since December 2006. Frank is a Series 66 and Series 7 licensed professional and has a strong track record of success in providing financial advice to a wide range of clients. Frank specializes in working with individuals, corporations, and trusts. Frank is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

SPECIALIZATIONS

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

Northwestern Mutual Investment Services, LLC

location

Hartford, CT

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Frank Joseph Hamer is a financial advisor associated with Northwestern Mutual Investment Services, LLC. Frank has been in the securities industry for over 9 years. Frank holds the Series 6, Series 63 and SIE licenses. Frank is registered in Connecticut, Massachusetts, Rhode Island and Vermont. Frank is located in Hartford, CT and can be reached at Northwestern Mutual Investment Services, LLC at 20 Church St Ste 710 in Hartford, CT.

SPECIALIZATIONS

INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS

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