Invested Better
Financial Advisors in Connecticut
11,410 Results
Unclaimed

MGI Funds Distributors, LLC

location

Norwalk, CT

experience

4 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John Patterson is a financial advisor with MGI Funds Distributors, LLC. John is a Series 7, Series 63, and Series 66 licensed professional with over 11 years of experience in the financial services industry. John is registered in 52 states and has been active with MGI Funds Distributors, LLC since December 2022. John was previously registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in New York.

SPECIALIZATIONS

No specializations listed.

Unclaimed
location

Milldale, CT

0 Disclosures

ADVISOR BIO

John Louis Wonneberger is a financial advisor at Newedge Advisors, LLC, and has been in the financial services industry since 2002. John is a licensed Investment Advisor Representative in Connecticut. He is a Series 66, Series 7 and SIE qualified advisor. John has experience working with high-net-worth individuals, corporations, charitable organizations, and pension plans. He offers financial planning, portfolio management, and selection of other advisors.

SPECIALIZATIONS

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

Pentegra Distributors Inc.

location

SHELTON, CT

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

John J. Schafer is a registered representative with Pentegra Distributors Inc. John has been in the securities industry for over 10 years, having joined Pentegra Distributors Inc. in 2010. John is licensed to sell securities in multiple states and has passed the Series 6, Series 63, and SIE exams. John has a wealth of experience in helping clients achieve their financial goals.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Ameriprise Financial Services, LLC

location

DANBURY, CT

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

John Dezzutti is a financial advisor who has been in the industry since 1987. John is currently registered with Ameriprise Financial Services, LLC and has been with the firm since 2020. John specializes in providing financial advice to individuals, families, and businesses. John is also licensed to provide investment advice in a number of states, including Connecticut, California, Florida, Massachusetts, New York, and South Carolina. John has a broad range of experience and is well-equipped to help clients meet their financial goals. John provides a variety of services, including asset allocation, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management. John is committed to providing clients with the highest level of service and expertise.

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

LPL Financial LLC

location

GLASTONBURY, CT

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

John Joseph Scanlon is a financial advisor with over 20 years of experience in the industry. He is registered with LPL Financial LLC. John has a Series 6 and Series 63 license, along with a Securities Industry Essentials (SIE) exam. He has been with LPL Financial since 2017. Before that, John was a registered representative at National Planning Corporation and Washington Square Securities, Inc. He is located in Glastonbury, CT.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Groove Financial Advisors, LLC | CFC ® (Certifications)

location

Stamford, CT

0 Disclosures

ADVISOR BIO

John Darer is a financial professional who has been working in the industry since 1983. John's background includes experience with several firms, including Northwestern Mutual Investment Services, LLC, Robert W. Baird & Co. Incorporated, and MML Investors Services, LLC. Currently, John is registered with Groove Financial Advisors, LLC in Stamford, CT. John holds a Series 6, 7, and 66 license. John is also a Chartered Financial Consultant. In addition to his financial services activities, John is also the CEO of 4Structures.com, LLC, a firm that works with attorneys, insurance companies, and plaintiffs on financial issues related to litigation and disputes.

SPECIALIZATIONS

SOLICITOR TO 3RD PARTY RIA'S
Unclaimed

JGS Wealth Management, LLC | PFS ® (Certifications)

location

COLCHESTER, CT

0 Disclosures

ADVISOR BIO

John Stalega is an investment advisor representative with JGS Wealth Management, LLC, a Registered Investment Advisor (RIA) firm located in Colchester, CT. John Stalega has been a registered Investment Advisor Representative since January 20, 2011. John Stalega also owns John G. Stalega, CPA, PFS, a tax preparation and planning firm. John Stalega holds the Series 65 license and is a Personal Financial Specialist.

SPECIALIZATIONS

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

UBS Securities LLC

location

STAMFORD, CT

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

John Annunziata is a financial professional with over 10 years of experience in the industry. John is currently registered with UBS Securities LLC and holds the Series 99 and SIE licenses. John has been with UBS Securities LLC since August 3, 2012.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Hamilton Advisors Inc.

location

GREENWICH, CT

0 Disclosures

ADVISOR BIO

John Brock Hamilton is a Registered Investment Advisor in Connecticut. John is affiliated with Hamilton Advisors Inc. based in GREENWICH, CT. The firm manages assets for Individuals, High-Net-Worth Individuals, and Pension and Profit-Sharing Plans. John has been registered with the SEC for over 30 years.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Intelligent Cross LLC

location

STAMFORD, CT

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

John Adam Hughes is a financial advisor who works for Intelligent Cross LLC. John has been in the financial industry since May 22, 2019 and holds the Series 7TO and SIE licenses. John is currently registered with FINRA and the firm is registered with the SEC. The main office for Intelligent Cross LLC is located in Stamford, CT.

SPECIALIZATIONS

No specializations listed.

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