Years of Experience
5-20+ Years
GREENWICH, CT
0 Disclosures
ADVISOR BIO
James Boyle is a financial advisor registered with Plan First Wealth LLC in Greenwich, Connecticut. He is a Certified Financial Planner with over 7 years of experience in the industry. James has previously been registered with LPL Financial LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and FIS Brokerage & Securities Services LLC. James is dedicated to providing comprehensive financial planning services to both high-net-worth individuals and individuals other than high-net-worth.
SPECIALIZATIONS
RIDGEFIELD, CT
24 Years Experience
1 Disclosures
ADVISOR BIO
James Olivo is a financial professional with over 20 years of experience in the securities industry. James is registered with Merrill Lynch, Pierce, Fenner & Smith Inc., providing financial advice to clients across the United States. James focuses on individuals, families, and businesses. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., James was associated with AXA Advisors, LLC. James is dedicated to providing personalized service and tailored investment solutions to help clients achieve their financial goals.
SPECIALIZATIONS
OLD SAYBROOK, CT
25 Years Experience
3 Disclosures
ADVISOR BIO
James Oliver is a financial advisor with over 20 years of experience in the industry. James has a Series 7, 24, 31, and 63 licenses as well as a Series 65. James is currently registered with Raymond James Financial Services Advisors, Inc. in Old Saybrook, CT, and has previously been registered with CCO Investment Services Corp. and BANCNORTH INVESTMENT GROUP, INC.. James also operates a rental real estate business in Old Saybrook called Old Saybrook Properties, LLC. James specializes in providing financial planning and portfolio management services to individuals, businesses, and retirement plans.
SPECIALIZATIONS
New Canaan, CT
39 Years Experience
1 Disclosures
ADVISOR BIO
James Gerard Kaiser is a financial professional with over 35 years of experience in the industry. James is currently registered with FMG Distributors, Inc. and has held previous roles with Touchstone Securities, Inc., ARM Securities Corporation, Directed Services, Inc., Thomson McKinnon Securities Inc., Dean Witter Reynolds Inc., Smith Barney, Harris Upham & Co., Incorporated, and Sallis Securities Co. James holds several licenses and certifications, including Series 7, 24, 63, 65, 99TO and SIE. James has a strong track record of providing financial advice to clients in Connecticut, Florida, New Jersey and Texas.
SPECIALIZATIONS
No specializations listed.
Farmington, CT
55 Years Experience
0 Disclosures
ADVISOR BIO
James E. Couzens is a wealth advisor at CWM, LLC dba Carson Partners. James Couzens has been in the industry since 1970 and has experience in providing portfolio management, financial planning, estate planning and additional advisory services. James Couzens's previous affiliations include Integrated Resources Equity Corporation, BNL Securities, Inc., and Independent Financial Planners Corporation. James Couzens is registered with the state of Connecticut and holds Series 1, 7TO, 24, 63 and SIE licenses. James Couzens is also a Chartered Financial Consultant. James Couzens is committed to providing his clients with the highest level of service and expertise.
SPECIALIZATIONS
MADISON, CT
9 Years Experience
0 Disclosures
ADVISOR BIO
James Munro is a financial advisor with Commonwealth Financial Network. James has been working in the financial services industry since August 2016. He is licensed in several states and is registered with FINRA. His firm, Commonwealth Financial Network, is a registered investment advisor and offers a variety of financial services, including financial planning, investment management, and retirement planning.
SPECIALIZATIONS
FAIRFIELD, CT
25 Years Experience
0 Disclosures
ADVISOR BIO
James Stratton Kreitler is a financial advisor with Edward Jones in FAIRFIELD, CT. James has been in the financial services industry since December 26, 2000. James is a Certified Financial Planner and holds Series 7, 63, and 65 licenses. James has experience with a wide range of clients including individuals, families, businesses, and retirement plans. James is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
SPECIALIZATIONS
SHELTON, CT
25 Years Experience
0 Disclosures
ADVISOR BIO
James Hanington Sykes is a financial professional with over 20 years of experience in the industry. He is currently registered with Prudential Annuities Distributors, Inc. in Shelton, Connecticut. James has a Series 6, Series 63, and SIE license. He is also registered in Connecticut.
SPECIALIZATIONS
No specializations listed.
STAMFORD, CT
26 Years Experience
0 Disclosures
ADVISOR BIO
James John Rattigan is a financial professional with over 20 years of experience in the industry. He is currently registered with AMG Distributors, Inc. and has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Lehman Brothers Inc., and Dreyfus Service Corporation. His areas of expertise include securities and investment company products. James John Rattigan holds several licenses and designations, including Series 7, 6, 24, 63 and 65.
SPECIALIZATIONS
No specializations listed.
Ridgefield, CT
19 Years Experience
0 Disclosures
ADVISOR BIO
James Delancey Pelgrift is a financial advisor with Morgan Stanley. James has been in the industry since 2006, and has been registered with the state of Connecticut since 2012. James is also registered with the state of Texas. Prior to joining Morgan Stanley, James worked at ABN AMRO INCORPORATED and Morgan Stanley & Co., Incorporated. James holds a Series 7, 31, and 66 licenses, as well as a Series 65 license.
SPECIALIZATIONS
