Invested Better
Financial Advisors in Connecticut
11,410 Results
Unclaimed

Prudential Annuities Distributors, Inc.

location

SHELTON, CT

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Landino is a registered representative with Prudential Annuities Distributors, Inc., and has been in the industry since January 19, 2007. Joseph has experience in investment company products/variable contracts and is licensed in Connecticut. Joseph is also a registered representative of Pruco Securities, LLC.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Knights OF Columbus Asset Advisors LLC

location

NEW HAVEN, CT

0 Disclosures

ADVISOR BIO

Joseph Soja is an investment advisor representative registered with Knights Of Columbus Asset Advisors LLC and is actively licensed in Colorado. Joseph is licensed to provide investment advisory services to individuals, investment companies, and pooled investment vehicles. Joseph Soja has been in the industry since 2016, holding a Series 65 license and has experience with Knights of Columbus Insurance.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Commonwealth Financial Network | CFP ® (Certifications)

location

FARMINGTON, CT

experience

27 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Joseph Bannon is a financial advisor who has been in the industry for over 20 years. Joseph has been with Commonwealth Financial Network since January 2009, previously working at Bannon, Ohanesian & Lecours, Inc. and Dean Witter Reynolds Inc. Joseph is a Certified Financial Planner and holds Series 7, 24, 31, and 63 securities licenses, as well as the Series 65 investment advisor license.

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

Evercore Group LLC

location

Westport, CT

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Todd is a financial advisor at Evercore Group LLC and has over 20 years of experience in the industry. Joseph holds several licenses including Series 7, 24, 63, 79, and SIE, demonstrating his expertise in securities trading and investment banking. Prior to joining Evercore Group LLC, Joseph worked at Goldman Sachs & Co. LLC. Joseph is registered to provide investment advice in 37 states.

SPECIALIZATIONS

No specializations listed.

Unclaimed
location

Greenwich, CT

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Frederick Milano is a financial advisor in Greenwich, CT. Joseph Milano has been in the industry since April 16, 2009. Joseph Milano is registered with Morgan Stanley. Joseph Milano has also been previously registered with KEY INVESTMENT SERVICES LLC, LPL FINANCIAL LLC, and CHASE INVESTMENT SERVICES CORP..

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

PFS Investments Inc.

location

CHESHIRE, CT

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Giordano is a financial advisor at PFS Investments Inc. with over 35 years of experience in the industry. Joseph is registered with the Financial Industry Regulatory Authority (FINRA) and holds several licenses including Series 6, 26 and 63. Joseph specializes in providing financial advice and portfolio management for individuals and businesses. Joseph is registered to provide financial advice in Connecticut, Massachusetts, New York and South Carolina.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Stratos Wealth Advisors LLC

location

WESTPORT, CT

0 Disclosures

ADVISOR BIO

Joseph Cardello is an investment advisor representative with Stratos Wealth Advisors LLC. Joseph is registered with the state of Connecticut. Joseph is associated with Stratos Wealth Advisors since September 2019. Joseph has experience in the industry since May 1994.

SPECIALIZATIONS

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

Sami Brokerage LLC

location

STAMFORD, CT

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Joseph John Urciuoli is a financial advisor with over 20 years of experience in the financial services industry. Joseph is registered with Sami Brokerage LLC and holds the Series 3, Series 7, and Series 63 licenses. Joseph specializes in securities and commodities.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Northwestern Mutual Investment Services, LLC

location

WESTPORT, CT

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Matthew Armah is a registered representative with Northwestern Mutual Investment Services, LLC. Joseph has been in the securities industry since June 2019. Joseph is registered with the state of Connecticut and has passed several industry exams including the Series 7TO, Series 3 and the SIE exams.

SPECIALIZATIONS

INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS
Unclaimed

MML Investors Services, LLC

location

GLASTONBURY, CT

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Kotula is a financial advisor registered with MML Investors Services, LLC. He is a veteran in the industry, having started in 1994. Joseph specializes in working with individuals, corporations, and pension and profit-sharing plans. He offers a variety of services including financial planning, portfolio management, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION PROGRAMS

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