Invested Better
Financial Advisors in Connecticut
11,410 Results
Unclaimed

Dowling & Partners Securities LLC

location

FARMINGTON, CT

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Joel Hurwitz is a financial professional with over 6 years of experience in the industry. Joel is currently registered with Dowling & Partners Securities LLC and is licensed in Connecticut. He is also licensed as a General Securities Principal. Joel has held previous roles at Credit Suisse Securities (USA) LLC and Dowling & Partners Securities LLC. He specializes in a range of financial services, including securities trading and investment advising.

SPECIALIZATIONS

No specializations listed.

Unclaimed

PFS Investments Inc.

location

BLOOMFIELD, CT

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Joel Gannon is a financial advisor with PFS Investments Inc., a firm with a focus on providing investment advice to a diverse clientele, including individuals, corporations, and charitable organizations. Joel holds several industry certifications, including the Series 6 and Series 63 exams, as well as the Securities Industry Essentials Examination (SIE). Joel has been actively involved in the financial services industry since 2014.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Icapital Markets LLC

location

Greenwich, CT

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Joel Thomas Kabel is a registered representative with iCapital Markets LLC. Joel has been in the securities industry since August 2023. Joel holds the Series 7TO, Series 63, and SIE licenses. Joel is registered to sell securities in 51 states and the District of Columbia. Prior to joining iCapital Markets LLC, Joel worked for ICAPITAL SECURITIES, LLC in Greenwich, CT.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Raymond James & Associates, Inc.

location

WESTPORT, CT

experience

55 Years Experience

0 Disclosures

ADVISOR BIO

Joel Paul Selden is a financial advisor registered with Raymond James & Associates, Inc. with a branch office located in Westport, CT. Joel has been in the industry since 1970 and has experience in the financial services sector. Joel has a wealth of experience serving a diverse clientele including individuals, corporations, high net worth individuals, insurance companies, charitable organizations, banking or thrift institutions, and pension and profit sharing plans. Joel has a wide range of credentials including Series 7TO, Series 65, and Series 63 licenses and has held past positions with UBS Financial Services, Citigroup Global Markets, and Lehman Brothers.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Johnson Brunetti | CFP ® (Certifications)

location

WETHERSFIELD, CT

disclosure

8 Disclosures

ADVISOR BIO

Joel Mark Johnson is an investment advisor representative currently registered with Johnson Brunetti. Joel has been in the financial industry for over 25 years, starting his career in 1990. Joel has a wide range of experience in the financial services industry, and holds various certifications, including a Certified Financial Planner designation. Joel is passionate about helping individuals and families reach their financial goals. Joel is dedicated to providing personalized advice and services to clients.

SPECIALIZATIONS

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

VP Distributors LLC

location

HARTFORD, CT

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Joel Pendleton Brous is a financial professional with over 20 years of experience in the industry. Joel holds a Series 7, Series 6, Series 3, Series 24 and SIE licenses. Joel is currently registered with VP Distributors LLC. Previously, Joel was associated with Franklin Distributors, LLC and Franklin Templeton Financial Services Corp. in San Mateo, CA and American Century Investment Services Inc. in Kansas City, MO. Joel has a broad background in financial services and is licensed to conduct business in Connecticut and Kansas.

SPECIALIZATIONS

No specializations listed.

Unclaimed

AQR Investments, LLC

location

Greenwich, CT

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Joey Lee is a financial professional with over 10 years of experience in the industry. Joey currently works at AQR Investments, LLC. Prior to that, Joey worked at ALPS DISTRIBUTORS, INC. in Santa Monica, CA. Joey has a strong track record of success in the financial services industry, and is dedicated to providing clients with the highest level of service. Joey is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 3, 7, and 63 licenses as well as the SIE. Joey is also registered in 11 states, including Alaska, Arizona, California, Connecticut, Hawaii, Illinois, Nevada, New Mexico, New York, Texas, and Washington.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Franklin Distributors, LLC

location

STAMFORD, CT

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Johann Medina Jaramillo has been in the financial services industry since 2005. Johann is currently registered with Franklin Distributors, LLC. Johann's previous employers include MORGAN STANLEY SMITH BARNEY, MORGAN STANLEY & CO. INCORPORATED, DEUTSCHE BANK SECURITIES INC., and OLDE DISCOUNT CORPORATION. Johann holds licenses for Series 63, Series 65, Series 24, SIE, Series 7, and Series 52. Johann is registered in 52 states and the District of Columbia.

SPECIALIZATIONS

No specializations listed.

Unclaimed

J.p. Morgan Securities LLC

location

Newington, CT

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Johanna Maria Cefaretti is a financial professional registered in Connecticut, New Jersey and New York. Johanna Maria is a Series 63, 6TO and SIE licensed professional. Johanna Maria is currently affiliated with J.P. Morgan Securities LLC. Johanna Maria has been in the industry since 2022.

SPECIALIZATIONS

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

Prudential Annuities Distributors, Inc.

location

SHELTON, CT

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Johathan Micheal Williams is a registered representative with Prudential Annuities Distributors, Inc., and has been in the securities industry since May 3, 2017. Williams holds the Series 6, Series 63 and SIE licenses. Williams is registered in 5 states: California, Florida, Illinois, North Dakota and South Dakota. Williams's office is located in Shelton, CT at 1 CORPORATE DRIVE.

SPECIALIZATIONS

No specializations listed.

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