Invested Better
Financial Advisors in Connecticut
11,410 Results
Unclaimed

Diamant Asset Management, Inc.

location

GREENWICH, CT

disclosure

4 Disclosures

ADVISOR BIO

Herbert Diamant is an investment advisor representative associated with Diamant Asset Management, Inc. Herbert's firm specializes in financial planning and portfolio management for individuals. Herbert has been in the industry since 1977 and holds a Series 63, 65, 27, 40 and 55. Herbert also has a history of working with Diamant Investment Corporation.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

PFS Investments Inc.

location

ROCKY HILL, CT

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Herbert H. Canady is a registered representative with PFS Investments Inc. Herbert has been in the financial services industry since June 21, 2015. Herbert's professional certifications include Series 6, Series 26, Series 63 and SIE. Herbert is registered in the state of Connecticut.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Voya Financial Partners, LLC

location

WINDSOR, CT

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Herbert Mauricio is a financial advisor who has been in the industry since 2007. He is currently registered with Voya Financial Partners, LLC and has been with them since March 2018. Previously, Herbert was with Transamerica Investors Securities Corporation. Herbert has a Series 6, Series 63, and SIE license and is registered in California.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Olive Tree Ridge Investment Advisors

location

Sharon, CT

0 Disclosures

ADVISOR BIO

Herbert Wilson Moore is an Investment Advisor Representative with Olive Tree Ridge Investment Advisors. Herbert Moore has been in the industry for over 13 years and has experience with a variety of financial services firms. Herbert Moore has passed the Uniform Investment Adviser Law Examination, the Uniform Securities Agent State Law Examination, the General Securities Representative Examination, and the Registered Options Principal Examination. Herbert Moore specializes in providing portfolio management for individuals.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Prudential Annuities Distributors, Inc.

location

SHELTON, CT

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Herbert Richard Phillips is a financial professional with over 20 years of experience in the industry. He is currently registered with Prudential Annuities Distributors, Inc. and holds the Series 6 and Series 63 licenses. Herbert is a registered representative in California, Florida, Pennsylvania, and South Dakota. He has also previously worked with Allmerica Investments, Inc. and Delaware Distributors, L.P. Herbert has experience in the financial services industry, particularly in variable contracts and other investment company products.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Prudential Annuities Distributors, Inc.

location

Shelton, CT

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Herman Livingston is a financial professional with over 12 years of experience in the industry. Herman is currently registered with Prudential Annuities Distributors, Inc., and holds Series 6 and 63 licenses as well as the SIE exam. Herman is registered in Connecticut and holds a Series 6 and 63 license.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Voya Investments Distributor, LLC

location

WINDSOR, CT

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Hiedi Christine Woods is a financial advisor with Voya Investments Distributor, LLC. Hiedi has been in the industry since January 20, 2014 and has passed the Securities Industry Essentials Examination and the General Securities Representative Examination. Previously Hiedi worked at Allianz Global Investors Distributors LLC in San Diego, CA.

SPECIALIZATIONS

No specializations listed.

Unclaimed
location

GUILFORD, CT

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Hilary Donofrio-lawton is a financial advisor with LPL Financial LLC. Hilary is located in Guilford, CT. Hilary has been in the securities industry for over 20 years and has experience in various roles, including advisor and representative, at firms such as Westport Capital Markets, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wachovia Securities, LLC and Prudential Securities Incorporated. Hilary is a Series 7, Series 63 and Series 65 licensed financial advisor. Hilary is also registered as an investment advisor representative in Connecticut.

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

YHB Investment Advisors Inc.

location

WEST HARTFORD, CT

0 Disclosures

ADVISOR BIO

Hilary Pohley is an Investment Adviser Representative at YHB Investment Advisors Inc. Hilary is a licensed Investment Adviser Representative in Connecticut and Texas. Hilary has been in the securities industry since 2016. Hilary holds the Series 65 license and has experience working with various clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
PARTICIPANT ACCOUNT MANAGEMENT
Unclaimed
location

HARTFORD, CT

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Hilary Gitchell is an investment advisor representative at Osaic FA, Inc., a firm that manages over $37 billion in assets for individuals, businesses, and institutions. Hilary has over 20 years of experience in the financial services industry, and she specializes in providing financial planning, investment management, and retirement planning services. She is licensed to provide financial advice in New Hampshire. Hilary is committed to helping her clients achieve their financial goals through a personalized approach that takes into account their unique circumstances. She holds a Series 7, 24, and 66 licenses.

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 A LIMITED BASIS.

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