ADVISOR BIO

Jeffrey Larrow is a financial advisor with over 14 years of experience in the financial services industry. Jeffrey is currently registered as a Registered Representative (RA) in Connecticut, Massachusetts, and Rhode Island. Jeffrey is affiliated with Horace Mann Investors, Inc., and holds designations as a Certified Financial Planner™ and Chartered Financial Consultant.

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ADVISOR BIO

Jeffrey Alen Stewart is a financial advisor with Wells Fargo Clearing Services, LLC. Jeffrey has been in the financial services industry since December 9, 1981 and has a diverse range of experience. Jeffrey is registered as a Broker/Dealer and Investment Advisor Representative in several states, including Connecticut, Texas, California, Florida, Georgia, and others. Jeffrey holds the Series 3, 7, 63 and 65 licenses and the SIE exam. Jeffrey's current firm, Wells Fargo Clearing Services, LLC has a total of over 1 million accounts and more than $558 billion in assets under management.

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ADVISOR BIO

Jeffrey Jules Capone is a registered investment advisor representative at Fiducient Advisors LLC. Jeffrey has been in the industry since November 2009. Jeffrey's main office is located in Windsor, Connecticut. Jeffrey has passed the Series 65 exam, Uniform Investment Adviser Law Examination. Fiducient Advisors LLC is a registered investment advisor firm with its main office located in Chicago, Illinois. The firm provides investment advisory services to individuals, families, and institutions. Fiducient Advisors LLC's services include financial planning, portfolio management, and investment consulting. The firm has a long history of providing personalized and customized financial advice to its clients.

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ADVISOR BIO

Jeffrey Edward Anderson is a financial advisor at Voya Financial Partners, LLC. Jeffrey is registered with the Financial Industry Regulatory Authority (FINRA) and has been in the industry since October 10, 2003. Jeffrey has passed the Series 6, SIE, and Series 26 exams and is also a Registered Representative. The firm has an active status under the BrokerCheck system of FINRA. Jeffrey currently works out of the Windsor, CT branch office.

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ADVISOR BIO

Jeffrey Alan Cohan is a financial advisor with over 40 years of experience in the financial services industry. Jeffrey is currently registered with Cambridge Investment Research, Inc. and has been with the firm since November 2018. Jeffrey has been registered with the Financial Industry Regulatory Authority (FINRA) since October 1979 and holds the Series 7, Series 24, and Series 63 securities licenses. Jeffrey's experience includes a previous role with OHANESIAN / LECOURS, INC. in West Hartford, Connecticut. Jeffrey is registered to provide securities services in Arizona, California, Connecticut, Delaware, Florida, Maine, Massachusetts, Michigan, Missouri, New Hampshire, New York, Pennsylvania, South Dakota, Texas, and Washington.

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ADVISOR BIO

Jeffrey Berman has been a registered representative in the financial services industry since 1986. He has a wide range of experience, including working for several well-known firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated, Laidlaw Equities, Inc., and Grumman & Co., L.L.C. Jeffrey has a strong background in investment banking and is currently a registered representative with GP Nurmenkari Inc., where he can assist clients with their financial needs.

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ADVISOR BIO

Jeffrey Michael Pangaro is a financial advisor at Pasi Investments, LLC. Jeffrey has been in the financial services industry since 2009 and has experience working with both individuals and businesses. Jeffrey is registered with the state of Connecticut, New York, and Texas. Jeffrey specializes in providing financial planning, portfolio management and pension consulting services.

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ADVISOR BIO

Jeffrey Neal Holtman is a financial professional with over 20 years of experience in the industry. Jeffrey currently works as a Managing Partner at Dock Street Capital Management LLC in Westport, CT. Jeffrey's prior experience includes roles at CROSS POINT CAPITAL LLC, KBC FINANCIAL PRODUCTS USA, INC., CHARTER ATLANTIC SECURITIES COMPANY, INC., and J.P. MORGAN SECURITIES INC. Jeffrey has passed a number of securities exams, including Series 3, 7, 63, 66, 72 and the SIE exam. Jeffrey currently holds active registrations in several states.

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ADVISOR BIO

Jeffrey Jolly is a financial advisor registered with Ameriprise Financial Services, LLC. Jeffrey has been in the financial industry since September 12, 2005. Jeffrey is registered with the following securities authorities: Connecticut, Florida, and Texas. He has a Series 3, Series 7, Series 63, Series 65 and SIE license. Jeffrey Jolly is also registered with the following securities authorities: Arizona, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Indiana, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, South Carolina, Texas, Vermont, Virginia and Washington.

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ADVISOR BIO

Jeffrey Boyd Snyder is a financial advisor with over 20 years of experience in the industry. Jeffrey is currently registered with J. W. Cole Advisors, Inc. and J. W. Cole Financial, Inc. in Connecticut and Florida. Jeffrey has previously worked at FIRST ALLIED SECURITIES, INC. and FFP SECURITIES, INC. in Connecticut. Jeffrey has Series 6, 7, 26, 63, and 65 licenses and has earned the Certified Financial Planner designation. Jeffrey specializes in financial planning, portfolio management for individuals and businesses, and educational seminars.

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