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Financial Advisors in Connecticut
11,410 Results
Unclaimed

SPC Capital Markets LLC

location

Greenwich, CT

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Jerry Michael Meyer is a financial professional with over 17 years of experience in the securities industry. Jerry is currently a registered representative with SPC Capital Markets LLC, located in Greenwich, CT. Jerry is also registered with the states of Connecticut and New York. Jerry holds Series 7, 24, 14, 27, 63, 99TO, and SIE licenses. Jerry has prior experience with firms such as SYMBridge Capital LLC, S3 Securities LLC, ACF International Inc., Fairfield Research Securities Corporation, Banc of America Securities LLC, and KBC Financial Products USA, Inc.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Citizens JMP Securities, LLC

location

STAMFORD, CT

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Jerry Sacramento-rojas is a registered representative with Citizens JMP Securities, LLC. Jerry holds a Series 63, Series 79TO and SIE licenses. Jerry has been in the securities industry since 2024. Jerry is registered with the state of Connecticut.

SPECIALIZATIONS

No specializations listed.

Unclaimed
location

GREENWICH, CT

0 Disclosures

ADVISOR BIO

Jesica Michelle Murature Stordiau is an Investment Advisor Representative at Nexgen Investments LLC. Jesica Michelle Murature Stordiau has been in the industry since July 2010 and has experience at firms such as Morgan Stanley and ADCAP Securities LLC. Jesica Michelle Murature Stordiau is registered in Connecticut. Nexgen Investments LLC is a Registered Investment Advisor (RIA) located in Greenwich, CT, with approximately $30,700,400 in assets under management.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

BETHEL, CT

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Jesse Raymond is a financial advisor with LPL Financial LLC. Jesse has been in the financial services industry since 2014 and has a Series 6, SIE, and Series 63 license. Jesse is registered in Connecticut and New York. Jesse has previously worked for People's Securities, Inc. in Bethel, Connecticut.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Prevail Innovative Wealth Advisors, LLC

location

WINDSOR, CT

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Jesse Hernandez is a financial advisor with Prevail Innovative Wealth Advisors, LLC. Jesse is based in Leawood, KS. Jesse has been in the financial services industry since 1996. Jesse has a Series 6, Series 63, and Series 65 license. Prior to joining Prevail Innovative Wealth Advisors, LLC, Jesse worked at VOYA FINANCIAL ADVISORS, INC. and M&I BROKERAGE SERVICES, INC. Jesse specializes in providing financial advice to individuals and families.

SPECIALIZATIONS

Pension Consulting Services
Portfolio Management for Individuals
VARIABLE ANNUITY & LIFE SUB-ACCOUNT MANAGEMENT
Publication of Financial Periodicals
Unclaimed

I-Bankers Securities, Inc.

location

Fairfield, CT

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Jesse Daniell Busch is a financial advisor with I-Bankers Securities, Inc. Jesse has been in the financial industry since 2015. Jesse holds the Series 7, 55, 63, 57TO, 79TO, 87 and SIE licenses. Jesse is registered in Connecticut and New York.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Edward Jones | CFP ® (Certifications)

location

NIANTIC, CT

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Jesse Lukas Perrault is a financial advisor with Edward Jones. Jesse has been in the financial services industry since 2015 and is registered with the state of Connecticut. Jesse has earned the Certified Financial Planner designation, signifying a commitment to providing comprehensive financial planning services. Jesse has experience working with various types of clients, including individuals, businesses, and retirement plans. Jesse's experience at Edward Jones, Legg Mason and Franklin Distributors, LLC, has helped to build a strong foundation in providing financial advice and investment management services. Jesse's primary office is located in Niantic, CT.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

NORWICH, CT

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Jesse Czaja is a financial advisor registered with Fidelity Personal and Workplace Advisors. Jesse has been in the financial industry since September 28, 2016. Jesse is licensed in 53 states and is registered in the broker-dealer and investment advisor capacity. Jesse holds Series 6, 7, 63, and 66 licenses. Jesse specializes in providing financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors. Jesse also has experience with Edward Jones and Voya Financial Advisors.

SPECIALIZATIONS

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

Prudential Annuities Distributors, Inc.

location

SHELTON, CT

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Jesse Ray Pederson is a financial professional with over 15 years of experience in the financial services industry. Jesse has worked with several firms including Ameriprise Financial Services, Inc., IDS Life Insurance Company, VOYA AMERICA EQUITIES, INC., and PRUCO SECURITIES, LLC. Jesse currently works with Prudential Annuities Distributors, Inc. and is licensed to sell securities in CT.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Northwestern Mutual Investment Services, LLC

location

BRANFORD, CT

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Jesse James Liska is a financial professional who has been in the industry since December 24, 2008. Jesse is registered with Northwestern Mutual Investment Services, LLC in Branford, Connecticut. Jesse holds the Series 6, SIE and Series 63 licenses. Jesse is registered in 19 states. Jesse's primary focus is financial planning.

SPECIALIZATIONS

INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS

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