ADVISOR BIO

Joseph Christopher Glowka is a financial advisor with Cambridge Investment Research Advisors, Inc., located in Berlin, CT. Joseph has been in the financial services industry since May 2016. Joseph is licensed in the state of Connecticut. Prior to Cambridge, Joseph worked at Lincoln Financial Securities Corporation and Invest Financial Corporation. Joseph provides financial planning services and portfolio management for individuals and businesses. Joseph is also an Investment Advisor Representative for Cambridge Investment Research Advisors, Inc.

SPECIALIZATIONS

ADVISOR BIO

Joseph Aaron Matthew Jr. is an Investment Advisor Representative with Wells Fargo Clearing Services, LLC. Joseph has been working in the financial services industry for over 25 years, and has extensive experience in portfolio management for individuals and businesses. Joseph is also a member of the CCSU Foundation Investment Committee, where he contributes to the strategic direction and oversight of the foundation's investment portfolio. Joseph is dedicated to providing personalized investment advice and guidance to help clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Joseph Irizarry is an active investment advisor representative in Connecticut, having been in the industry since 1993. He is currently registered with Ameriprise Financial Services, LLC, and has held previous positions with IDS LIFE INSURANCE COMPANY. Joseph specializes in providing financial planning services to individuals, high-net-worth individuals, businesses, corporations, trusts, estates, pension and profit-sharing plans, and charitable organizations. He holds Series 7 and Series 63 licenses and has passed the Securities Industry Essentials Examination. Joseph is committed to providing personalized financial advice to help clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Joseph Kemka is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Joseph has been working in the financial industry since 2008, and has been registered with the state of Connecticut since June 2015. Joseph is also a licensed investment advisor representative in Texas. Joseph holds Series 63, Series 65, Series 7, and SIE licenses. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Joseph worked at Deutsche Bank Securities Inc. Joseph is committed to providing his clients with personalized financial advice and investment strategies. Joseph specializes in providing financial advice to individuals, businesses, and retirement plans.

SPECIALIZATIONS

ADVISOR BIO

Joseph James Matthews is a registered investment advisor representative with Morgan Stanley. Joseph has been in the securities industry since August 1988. Joseph is licensed to provide investment advice and securities services in multiple states. His previous employers include Merrill Lynch, Pierce, Fenner & Smith Incorporated, Salomon Smith Barney Inc., and Paine Webber Incorporated. Joseph Matthews is an active member of the securities industry with experience in multiple areas of financial services.

SPECIALIZATIONS

ADVISOR BIO

Joseph Fortuna is a financial advisor with over 13 years of experience in the industry. Joseph Fortuna is currently registered with Morgan Stanley in Hartford, CT. Joseph Fortuna has been a registered representative at Morgan Stanley since 2010 and previously held a similar position at UBS Financial Services Inc. Joseph Fortuna is a Series 66 and Series 7 licensed representative with the Financial Industry Regulatory Authority (FINRA) and has also passed the Securities Industry Essentials Examination (SIE). Joseph Fortuna holds a Series 66 license in Connecticut and Texas.

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ADVISOR BIO

Joseph Churma is a financial professional with over 30 years of experience in the industry. Joseph currently works at MML Investors Services, LLC and has been registered with the firm since December 2, 1987. Joseph is also registered with the state of Connecticut and New York as a Broker-Dealer. Joseph has earned a Series 7 and Series 63 license and is also licensed to sell insurance. Joseph's areas of expertise include asset allocation programs, financial planning, pension consulting, and educational seminars. Joseph is also experienced in providing portfolio management for businesses and individuals.

SPECIALIZATIONS

ADVISOR BIO

Joseph J Taylor is a financial advisor at Ameriprise Financial Services, LLC. Joseph has been a registered representative in the financial services industry since 2000 and holds several licenses including Series 7, Series 63, and Series 66. Joseph specializes in providing financial planning, portfolio management, and asset allocation services to individuals, businesses, and charitable organizations. Prior to joining Ameriprise Financial Services, LLC, Joseph held positions at RBC Capital Markets Corporation, RBC Dain Rauscher Inc., J.P. Morgan Securities Inc., and Goldman, Sachs & Co. Joseph is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Joseph Filippetti is a financial advisor with J.p. Morgan Securities LLC. He is registered with the Securities and Exchange Commission (SEC) and has been in the industry since 2021. Joseph is licensed to offer securities and investment advisory services in all 50 states and Puerto Rico. He is also registered as an Investment Advisor Representative (IAR) in Connecticut and Texas. Joseph specializes in providing investment advice to individuals, corporations, and other businesses. He also has experience working with pension and profit-sharing plans, charitable organizations, insurance companies, and labor unions.

SPECIALIZATIONS

ADVISOR BIO

Joseph Goett is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Joseph has been in the financial services industry since December 2014. Joseph is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 66, Series 24, SIE and Series 7 licenses. Joseph is also registered with the state of Connecticut and Texas. Joseph specializes in portfolio management for individuals and businesses, as well as financial planning.

SPECIALIZATIONS