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Financial Advisors in Connecticut
11,410 Results
Unclaimed

Prudential Annuities Distributors, Inc.

location

SHELTON, CT

experience

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Gary Woodward is a financial professional with over 25 years of experience in the industry. Gary is currently registered with Prudential Annuities Distributors, Inc. and holds Series 6, 7, 24, 63, and 65 licenses. Gary has previously worked for Prudential Investment Management Services LLC, Pruco Securities Corporation, and Prudential Securities Incorporated. Gary is also registered with the state securities regulators in California, Florida, New Jersey, and South Dakota.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Wells Fargo Clearing Services, LLC

location

WESTPORT, CT

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Gary Munowitz is a financial advisor with Wells Fargo Clearing Services, LLC. Gary has been in the financial industry since 1996. Gary has a Series 63, Series 65, and Series 7 licenses, as well as Series 4, Series 9, Series 10, Series 23, Series 24, Series 55, Series 57TO and SIE licenses. Prior to joining Wells Fargo Clearing Services, LLC, Gary worked at Prime Executions, Inc. and J.P. Morgan Securities LLC. Gary offers portfolio management for individuals and businesses, as well as financial planning and investment consulting services to institutional clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Janney Montgomery Scott LLC

location

GLASTONBURY, CT

experience

44 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Gary Steven Halter is a financial advisor with Janney Montgomery Scott LLC. Gary has been in the financial services industry since 1981. He has a Series 63, Series 65, Series 7 and Series 1 licenses. He also holds registrations in several states including California, Connecticut, Florida, Georgia, Illinois, Maine, Maryland, Massachusetts, Missouri, Nevada, New Hampshire, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Vermont, Virginia, Washington, and Wisconsin. Gary has a strong history of working with individuals, corporations, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

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

Stamford, CT

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Gary Stephan Joblon is a financial professional with over 20 years of experience in the securities industry. Gary currently works at Jonestrading and holds Series 7, 55, 63, 57TO, and 99TO licenses. Gary has previously worked at LIQUIDNET, INC., VEGA-CHI US LIMITED, and OTA LLC. Gary is registered in Connecticut, New York, and South Carolina.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Osaic Wealth, Inc. | CFC ® (Certifications)

location

NEWINGTON, CT

experience

48 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Gary Stephen Radler is an investment advisor representative at Osaic Wealth, Inc. in Newington, Connecticut. Gary has been in the financial services industry since April 4, 1977. Gary has a strong background in financial planning and investment management. Gary has a wide range of experience in working with individual investors, as well as businesses and charitable organizations. Gary also specializes in retirement planning and portfolio management. Gary is committed to providing his clients with personalized financial advice and guidance to help them 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
Unclaimed

Newedge Advisors

location

Milldale, CT

0 Disclosures

ADVISOR BIO

Gary Leo Martin is a registered Investment Advisor Representative with Newedge Advisors. Gary is a seasoned financial professional with over 20 years of experience in the industry. Gary has a strong background in accounting and tax services, which he leverages to provide comprehensive financial planning and investment management services to individuals and businesses. Gary is also a licensed life and health insurance agent. Gary is dedicated to helping clients achieve their financial goals through personalized financial planning, investment management, and insurance solutions. Gary has experience working with a wide range of clients, including high-net-worth individuals, businesses, and charitable organizations. Gary has a strong understanding of the financial markets and a commitment to providing clients with exceptional service. Gary is committed to providing clients with the highest level of service and support.

SPECIALIZATIONS

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

LPL Financial LLC

location

HARTFORD, CT

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Gary William Paul is a financial advisor at LPL Financial LLC. He is a registered representative with FINRA and the Securities Industry Essentials (SIE) exam, General Securities Representative Examination (Series 7), and the Uniform Combined State Law Examination (Series 66). Gary William Paul has been a financial advisor for 18 years and has experience in providing investment advice to individuals, businesses, and retirement plans. He holds licenses in multiple states. Gary William Paul previously worked at Ameriprise Financial Services, Inc. and Lincoln Financial Advisors. Gary William Paul is committed to providing his clients with personalized financial advice and guidance to help them 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Edward Jones | CFP ® (Certifications)

location

THOMASTON, CT

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Gary Nicholson Nicksa is a financial advisor with Edward Jones. Gary is a Certified Financial Planner and has been in the financial industry since 1999. Gary currently serves clients in Connecticut and is registered to provide investment advice in 27 states. Gary has a broad range of experience providing financial planning, portfolio management, and selection of other advisors. Gary has passed the Series 63, 66, 7, and 24 exams.

SPECIALIZATIONS

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

Stamford, CT

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Gary David Cunningham is a registered representative with Jonestrading. Gary has over 20 years of experience in the financial services industry. Gary is licensed in 15 states.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Osaic Institutions, Inc.

location

MERIDEN, CT

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Gary A. Gardner is an investment professional with over 20 years of experience in the financial services industry. Gary is a Registered Representative of Osaic Institutions, Inc. and currently holds Series 7 and Series 65 licenses as well as a SIE license. In addition to his experience at Osaic Institutions, Inc., Gary has previous experience with HARVEST CAPITAL LLC, BANC OF AMERICA INVESTMENT SERVICES, INC. and QUICK & REILLY, INC.. Gary offers a wide range of financial services including portfolio management for individuals and financial planning.

SPECIALIZATIONS

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

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