ADVISOR BIO

Joseph A. Pramer is a financial advisor at Morgan Stanley. Joseph has been working in the financial services industry since December 1982. Joseph has experience with various financial products, including stocks, bonds, mutual funds, and options. Joseph is registered to provide investment advice in Connecticut, Texas and Vermont.

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ADVISOR BIO

Joseph Owens is a registered investment advisor representative with Knights of Columbus Asset Advisors LLC. Joseph has been in the securities industry since 2008. In addition to his work at Knights of Columbus Asset Advisors LLC, Joseph also works as an Insurance Field Agent for Knights of Columbus Insurance, selling life insurance and annuities, long term care insurance, and disability insurance. Joseph has passed the Series 6, Series 63, and Series 65 exams.

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ADVISOR BIO

Joseph Shiman is a financial advisor with over 27 years of experience. He is a Certified Financial Planner™ and holds licenses for both securities and investment advisory services. Joseph is affiliated with Cetera Investment Advisers LLC and previously held a position with Tower Square Securities, Inc. His expertise covers a range of financial services, including fixed insurance, financial planning, and portfolio management.

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ADVISOR BIO

Joseph Connolly is an Investment Advisor Representative with Abbington Investment Group, LLC, a firm headquartered in Westport, CT. Joseph has been in the industry since April 2009. Joseph holds a Series 65 license. Joseph is registered to provide investment advisory services in Connecticut and Florida. Joseph's firm specializes in providing portfolio management for individuals and pension consulting. They have approximately 108,622,911 in regulatory assets under management.

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ADVISOR BIO

Joseph Richard Wilkeson is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Joseph has over 10 years of experience in the financial services industry. Joseph's expertise includes investments, insurance and retirement planning. Joseph is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 63, 65 and 7 licenses. Joseph previously worked at Voya Financial Advisors, Inc. and Fidelity Brokerage Services LLC.

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ADVISOR BIO

Joseph Sullivan, a financial professional, has been in the industry since 1997. Joseph currently is registered with Integrated Wealth Concepts LLC, an independent investment advisor firm. Joseph provides investment advisory services through this firm. Joseph holds multiple licenses including Series 6, 7, 63, and 65 licenses and has experience in financial planning, portfolio management and consulting. Joseph is registered in multiple states as both a broker and an investment advisor.

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ADVISOR BIO

Joseph Anthony Persempere is a financial advisor with LPL Enterprise, LLC. Joseph has been in the financial industry since August 1997. He holds licenses to provide both investment advisory and brokerage services. Joseph holds Series 6, 7, 26, 63, and 65 licenses. Joseph has extensive experience providing financial advice and working with clients. Joseph is registered to provide financial services in Connecticut, Florida, Georgia, Maine, New York, and other states. Joseph works in the Shelton, CT office.

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ADVISOR BIO

Joseph Weiss is a financial professional with over 12 years of experience in the industry. Joseph holds Series 6, 7, 63, and SIE licenses and is currently registered with Nylife Securities LLC. Joseph is registered in Connecticut.

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ADVISOR BIO

Joseph Klein is a financial advisor at Equity Services, Inc. with over 35 years of experience in the industry. He has held prior positions at New England Securities and MetLife Securities Inc. Joseph is a Certified Financial Planner and Chartered Financial Consultant and is registered with the state of Connecticut and several other states. He is dedicated to providing financial planning and investment management services to individuals, families, and businesses. Joseph Klein offers educational seminars and has specialized knowledge in insurance sales.

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ADVISOR BIO

Joseph Southern Giroux is an Investment Advisor Representative associated with O'Shaughnessy Asset Management, LLC. Joseph is registered with the state of Connecticut. Joseph has been in the industry since January 2012 and specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS