Invested Better
Financial Advisors in Connecticut
11,410 Results
Unclaimed

Voya Financial Partners, LLC

location

WINDSOR, CT

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Elisa West is an active advisor with Voya Financial Partners, LLC, in WINDSOR, CT, and has been working in the industry since 2013. Jennifer West holds the Series 6, Series 63, and SIE licenses. Jennifer West is registered in Connecticut.

SPECIALIZATIONS

No specializations listed.

Unclaimed

RBC Capital Markets, LLC

location

HARTFORD, CT

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Lynn Mitchell is a registered representative with RBC Capital Markets, LLC. Jennifer has been in the industry since January 31, 2007. Jennifer is registered in 7 states and has passed the Series 63, Series 7, Series 9 and Series 10 exams. Jennifer specializes in providing financial planning, pension consulting and portfolio management services to individuals, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stonex Financial Inc.

location

Stamford, CT

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Reinbold is a financial advisor with Stonex Financial Inc. Jennifer has been working in the financial industry since 2002 and is registered with FINRA and the state of Connecticut. Jennifer holds the Series 7, Series 63 and SIE licenses. Jennifer has previously worked at COWEN AND COMPANY and CRT CAPITAL GROUP LLC. Jennifer is registered in eight states including California, Connecticut, Florida, Massachusetts, New Jersey, New York, Ohio and Wisconsin.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Voya Financial Partners, LLC

location

WINDSOR, CT

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Steele is a financial professional with over 14 years of experience in the financial services industry. She holds Series 6, Series 63, and SIE licenses and is currently registered with Voya Financial Partners, LLC in Connecticut. Jennifer's professional background includes previous roles at Directed Services LLC and Voya Financial Partners, LLC.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Commonwealth Financial Network | CFP ® (Certifications)

location

DANBURY, CT

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Frances Patten is a financial advisor with Commonwealth Financial Network. Jennifer has been a financial advisor for over 20 years, with a history of working in the financial services industry. She holds several licenses and certifications, including Series 7, Series 24, and Series 66, as well as the Certified Financial Planner designation. Jennifer’s professional experience includes prior roles at Royal Alliance Associates, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jennifer focuses on financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. She is registered with the state of Connecticut.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

GREENWICH, CT

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jennifer Maher is an active broker and investment advisor representative. Jennifer has been in the industry since June 10, 2002, working for several firms including Donaldson, Lufkin & Jenrette Securities Corporation, Credit Suisse Securities (USA) LLC, UBS Financial Services Inc., J.P. Morgan Securities LLC, Hightower Securities, LLC, and Long Neck Services LLC. Currently, Jennifer works for Wells Fargo Clearing Services, LLC.

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

Geowealth Management LLC

location

Greenwich, CT

0 Disclosures

ADVISOR BIO

Jennifer Wing is an Investment Advisor Representative with Geowealth Management LLC, a firm headquartered in Chicago, IL. Jennifer has been in the industry since 2017 and is currently registered in Connecticut and Illinois. Jennifer holds Series 63, 65 and 7 licenses. Prior to joining Geowealth Management LLC, Jennifer worked for JPMorgan Chase Bank and J.P. Morgan Securities LLC.

SPECIALIZATIONS

Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

HTG Investment Advisors Inc. | CFP ® (Certifications)

location

NEW CANAAN, CT

0 Disclosures

ADVISOR BIO

Jennifer Nicasio is a financial advisor at HTG Investment Advisors Inc. Jennifer holds the Series 65 license and is a Certified Financial Planner. Jennifer is an experienced financial advisor who helps clients achieve their financial goals. Jennifer specializes in working with individuals and families, and her clients appreciate her commitment to providing personalized financial advice. Jennifer focuses on financial planning, selection of other advisors, and portfolio management for individuals.

SPECIALIZATIONS

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

Franklin Distributors, LLC

location

STAMFORD, CT

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Alberding is a financial professional with over 20 years of experience in the financial industry. Jennifer is currently registered with Franklin Distributors, LLC and has previously been registered with Franklin Templeton Financial Services Corp., Franklin/Templeton Distributors, Inc., William Blair, U.S. Global Brokerage, Inc., NFP Securities, Inc., Equitable Distributors, Inc. and AIM Distributors, Inc. Jennifer holds the Series 6, 7 and 63 securities licenses as well as the SIE exam. Jennifer’s experience and qualifications allow her to provide a wide range of financial services to her clients.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Cetera Advisor Networks LLC

location

CHESHIRE, CT

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Leigh Frioni is a registered representative with Cetera Advisor Networks LLC. Jennifer has been in the financial services industry since December 19, 2015. Jennifer is licensed to sell securities in Connecticut and has passed the Series 6, Series 63 and SIE exams. Jennifer is currently located at the Cetera Advisor Networks LLC branch office in Cheshire, CT.

SPECIALIZATIONS

No specializations listed.

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