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Financial Advisors in Connecticut
11,410 Results
Unclaimed

Talcott Resolution Distribution Company, Inc.

location

Hartford, CT

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

James Robert L'esperance is a financial professional with over 20 years of experience in the industry. James is currently registered with Talcott Resolution Distribution Company, Inc. and holds Series 6 and Series 26 licenses.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Ameriprise Financial Services, LLC

location

WEST HARTFORD, CT

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

James P. Vilasuso is an investment advisor representative at Ameriprise Financial Services, LLC. James has been in the financial industry since December 2011 and is registered with the state of Connecticut and Florida. James holds the Series 66, Series 7, and SIE licenses. James is a member of the Ameriprise Financial Services, LLC team in West Hartford, Connecticut. James offers a range of services, including financial planning, pension consulting, and asset allocation services.

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

Pruco Securities, LLC

location

SHELTON, CT

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

James Xiarhos is a Registered Representative with Pruco Securities, LLC. James has been in the securities industry since August 15, 2001. James is registered in Connecticut. James is associated with the Shelton, CT, White Plains, NY, and Old Saybrook, CT branch offices of Pruco Securities, LLC.

SPECIALIZATIONS

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

Strategic Investment Planning LLC

location

WEST HARTFORD, CT

0 Disclosures

ADVISOR BIO

James Russell is a Registered Investment Advisor (IA) with Strategic Investment Planning LLC. James is also a Certified Public Accountant (CPA) and holds a Series 7 and Series 66 license. Prior to joining Strategic Investment Planning, James was a Registered Representative at Jefferson Pilot Securities Corporation. James also has experience working with Filomeno & Company, P.C., Filomeno Wealth Management LLC, and Russell & Company CPA, P.C. James is located in West Hartford, CT.

SPECIALIZATIONS

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

Cornerstone Planning Group

location

Glastonbury, CT

disclosure

1 Disclosures

ADVISOR BIO

James Allen is a registered investment advisor with Cornerstone Planning Group. James has been working in the financial services industry since 1997. James has expertise in financial planning and portfolio management for both individuals and businesses. James has experience with working with pension plans and charitable organizations. James is also licensed to provide educational seminars. Cornerstone Planning Group is a firm with over 10 years of experience in providing financial services to a wide range of clients. Cornerstone Planning Group has expertise in financial planning, portfolio management and pension consulting. Cornerstone Planning Group has a strong track record of providing high-quality financial services to their clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Unclaimed

Americafirst Wealth Management, Inc.

location

Darien, CT

0 Disclosures

ADVISOR BIO

James Paul Monaghan is an investment advisor representative with Americafirst Wealth Management, Inc. James has been in the financial services industry since 1988 and holds Series 6, 7, 63 and 65 licenses. James specializes in portfolio management for investment companies. James was previously employed with AIG Sunamerica Capital Services, Inc. and Chase Securities, Inc. James is registered with the states of Connecticut, New York and Texas.

SPECIALIZATIONS

Portfolio Management for Investment Companies
Unclaimed

Oppenheimer & Co. Inc.

location

STAMFORD, CT

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

James Francis Stevens is a financial advisor with over 27 years of experience in the industry. James is currently registered with Oppenheimer & Co. Inc. and has previously held positions at Wells Fargo Clearing Services, LLC, Barclays Capital Inc., Keefe, Bruyette & Woods, Inc., and Goldman, Sachs & Co. James holds a Series 7, Series 10, Series 9, Series 63, and Series 66 license. James specializes in providing financial planning, portfolio management, and pension consulting services. James is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

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

Aegis Capital Corp.

location

WESTPORT, CT

experience

28 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

James Anthony Iannazzo is a financial advisor registered with Aegis Capital Corp. James has been in the financial industry since 1996. James Iannazzo is registered in 28 states. James Iannazzo is also registered with FINRA. The advisor's specialties are in investment advisory services.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Northwestern Mutual Investment Services, LLC

location

FAIRFIELD, CT

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

James Dobson is a financial professional with over 10 years of experience in the industry. James is a Registered Representative with Northwestern Mutual Investment Services, LLC and holds the Series 6, Series 63 and SIE licenses. James has been registered in Connecticut and New York.

SPECIALIZATIONS

INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS
Unclaimed

Stratos Wealth Partners, Ltd.

location

Darien, CT

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

James Ellis Cahn is a financial advisor with Stratos Wealth Partners, Ltd. James has been in the industry since June 2002 and is licensed in multiple states including Connecticut, New Hampshire and New York. James provides financial planning, portfolio management, and educational seminars for a variety of clients, including individuals, businesses, and charitable organizations. Stratos Wealth Partners, Ltd. is an independent investment advisor firm that is separate from and independent of LPL Financial. James is committed to providing his clients with personalized financial advice and helping 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

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