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Financial Advisors in Connecticut
11,410 Results
Unclaimed

Ameriprise Financial Services, LLC

location

Cheshire, CT

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Justin Zachary Knickerbocker is a financial advisor with Ameriprise Financial Services, LLC. Justin has been in the industry for 11 years and has Series 6, 7, 63 and 66 licenses. Justin also has the Series SIE. Justin is registered in 18 states and has been a registered representative of Ameriprise Financial Services, LLC since 2014. Before joining Ameriprise, Justin worked with LPL Financial and NYLIFE Securities. Justin is active in the community and is a cub scout pack leader. Justin's clients include individuals, trusts and estates, insurance companies, charitable organizations, corporations, and pension and profit-sharing plans. Justin specializes in financial planning, asset allocation services, and retirement planning.

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

Natwest Markets Securities Inc.

location

STAMFORD, CT

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Justin Henkel is a registered representative with Natwest Markets Securities Inc. Justin has been in the industry since January 29, 2014 and holds the Series 7, Series 63 and SIE licenses. Justin has previously held positions at BNP Paribas Securities Corp., ANZ Securities, Inc., and Credit Agricole Securities (USA) Inc. Justin is registered in 49 states and the District of Columbia.

SPECIALIZATIONS

No specializations listed.

Unclaimed
location

PLANTSVILLE, CT

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Justin Habermehl is a financial advisor with over 9 years of experience in the financial services industry. Justin is currently registered with Umergence LLC, a firm specializing in providing financial advice and services. Justin has previously held positions at Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Northwestern Mutual Investment Services, LLC. Justin holds licenses for both state and federal securities markets, including Series 6, 7, 63, and 65 licenses. Justin is also a Registered Representative of Umergence LLC. Justin is committed to providing his clients with personalized financial advice and services.

SPECIALIZATIONS

No specializations listed.

Unclaimed

BCW Securities LLC

location

WESTPORT, CT

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Justin Jed Marcus is a financial professional with over 11 years of experience in the securities industry. Justin is currently registered with BCW Securities LLC and holds Series 7 and Series 63 licenses. Justin's career began at BCW Securities LLC in 2011. Justin has experience in Connecticut, Florida, New York, and North Carolina.

SPECIALIZATIONS

No specializations listed.

Unclaimed

LPL Financial LLC

location

BRANFORD, CT

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Justin Carfora is a financial advisor with LPL Financial LLC. Justin has been working in the financial services industry since 2009. Justin is a Registered Representative and Investment Advisor Representative. Justin has experience with First Trust Portfolios L.P., Sentinus-Halo Securities, TerraNova Capital Equities, Inc., Sentinel Financial Services Company, Allianz Global Investors Distributors LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Justin holds the Series 66, Series 7 and SIE licenses.

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

Howard Wealth Management, LLC | CFP ® (Certifications)

location

MADISON, CT

0 Disclosures

ADVISOR BIO

Justin Howard is a financial advisor with over 20 years of experience in the industry. Justin is a Certified Financial Plannerâ„¢ professional and has been registered with the state of Connecticut since 2018. He is currently associated with Howard Wealth Management, LLC. Previously Justin was associated with APW Capital, Inc., United Securities Alliance, Inc., Walnut Street Securities, Inc., Hartford Equity Sales Company Inc., and Lockwood Financial Services, Inc. Justin is licensed to provide investment advice in Connecticut.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Individuals
ASSET ALLOCATION, ADVISORY CONSULTING, FAMILY OFFICE & WEALTH PLANNING
Unclaimed

Wells Fargo Clearing Services, LLC

location

ANSONIA, CT

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Justin Xavier Ramsteck is a financial advisor with Wells Fargo Clearing Services, LLC, registered with the state of Connecticut. Justin has been in the financial industry since 2010. Justin holds the Series 6, SIE and Series 63 licenses and has been registered with the firm since December 1, 2010. Justin specializes in investment consulting, financial planning and pension consulting. Justin's office is located at 211 MAIN ST 2ND FL in Ansonia, Connecticut.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Apella Wealth | CFP ® (Certifications)

location

WEST HARTFORD, CT

0 Disclosures

ADVISOR BIO

Justin Morrow is a financial advisor at Apella Wealth, a firm that has offices in both West Hartford, Connecticut and Bellevue, Washington. Justin has been in the financial industry for over a decade and holds the Series 66, 7, 4, and 24 licenses. He has extensive experience providing financial advice to individuals, high net worth individuals, corporations, charitable organizations, and pension plans. Justin is a Certified Financial Planner (CFP) and specializes in financial planning and portfolio management. Justin is committed to helping his clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

THE Colony Group, LLC

location

Westport, CT

0 Disclosures

ADVISOR BIO

Justine Fredericks is an investment advisor representative with The Colony Group, LLC. Justine has been in the industry for over two decades and has a broad range of experience. Justine has held various roles at different firms, including AXA Advisors, LLC, MONY Securities Corporation, and American Skandia Marketing, Inc. Justine holds the Series 65, Series 63, Series 24, and Series 7 licenses. Justine is also registered as an investment advisor in Connecticut and Texas. Justine specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX PREP. SRVCS, DISPUTE RESOLUTION SRVCS, FAMILY OFFICE SRVCS, BUS. MGMT. SRVCS, INS. SOLUTIONS, CREDIT & CASH MGMT SOLUTIONS..
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Prudential Annuities Distributors, Inc.

location

SHELTON, CT

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Kaeleigh Christine Mahon is a financial professional licensed in multiple states. Kaeleigh holds a Series 6 and Series 63 license. Kaeleigh currently works for Prudential Annuities Distributors, Inc. and has been with the firm since 2019. Previously Kaeleigh worked for Prudential Investment Management Services LLC.

SPECIALIZATIONS

No specializations listed.

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