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Financial Advisors in Connecticut
11,410 Results
Unclaimed

Voya Financial Partners, LLC

location

WINDSOR, CT

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Becker is a financial advisor with Voya Financial Partners, LLC. Andrew is a Wisconsin registered advisor with FINRA Series 7TO, Series 63, and SIE exams passed. Andrew has been in the securities industry for 2.5 years, starting with Morgan Stanley in January 2024 before joining Voya Financial Partners, LLC in June 2024.

SPECIALIZATIONS

No specializations listed.

Unclaimed

MML Investors Services, LLC

location

SHELTON, CT

experience

19 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Andrew Roselli is a registered representative and investment advisor representative with MML Investors Services, LLC, based in Shelton, Connecticut. Andrew has been in the securities industry since April 26, 2006. Andrew has a Series 7 and Series 66 license, and a SIE license. Andrew has worked for several financial institutions, including UBS Financial Services Inc., Morgan Stanley, MSI Financial Services, Inc., MetLife Securities, and MassMutual Life Insurance Company. Andrew is registered with the following states: California, Colorado, Connecticut, Delaware, Florida, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Texas, and Vermont. Andrew offers investment advisory services, including asset allocation programs, financial planning, pension consulting, educational seminars, and selection of other advisors. Andrew also provides portfolio management for businesses and individuals. Andrew is also a volunteer at a local high school and an independent insurance agent.

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
Unclaimed

Northwestern Mutual Investment Services, LLC

location

Norwalk, CT

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Anthony Heredia is a registered representative with Northwestern Mutual Investment Services, LLC. Andrew holds Series 63, Series 6TO, and SIE licenses. Andrew has been in the industry since March 3, 2023. Andrew is registered to offer securities in Arizona, California, Connecticut, Florida, Georgia, New Hampshire, New Jersey, New York, North Carolina, Rhode Island, and Virginia. Andrew's firm has been in business since March 2023.

SPECIALIZATIONS

INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS
Unclaimed

J.p. Morgan Securities LLC

location

Greenwich, CT

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Basu is a financial advisor with J.P. Morgan Securities LLC, based in Greenwich, CT. Andrew has been in the industry since 2020 and holds Series 7, 66, and SIE licenses. Andrew has experience with various investment strategies and can assist with financial planning, portfolio management, and retirement planning. Before joining J.P. Morgan Securities LLC, Andrew worked with Northwestern Mutual Investment Services, LLC.

SPECIALIZATIONS

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

Scott Capital Partners

location

DARIEN, CT

0 Disclosures

ADVISOR BIO

Andrew Maurer is an Investment Advisor Representative registered with Scott Capital Partners. He is a licensed Investment Advisor Representative in Connecticut and Wyoming. Andrew has been in the industry since December 2012. Andrew is registered with the state of Connecticut. Andrew is Series 65 licensed. His prior experience includes working at G. Scott Capital Partners, LLC in Darien, Connecticut.

SPECIALIZATIONS

Portfolio Management for Pooled Investment Vehicles
Unclaimed

Citigroup Global Markets Inc.

location

GREENWICH, CT

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Galimi is an investment advisor representative with Citigroup Global Markets Inc. Andrew has been in the industry since July 8, 2001. Andrew holds the Series 6, 7, 26, 63 and 65 licenses and is registered with the state of Connecticut. Andrew has previous experience with Citicorp Investment Services, Banc of America Investment Services, Inc., and Quick & Reilly, Inc. Andrew's current affiliations include Citigroup Global Markets Inc. and 23 Suburban Avenue LLC, an investment-related company. Andrew focuses on asset allocation advice, financial planning, pension consulting, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed

Agemy Wealth Advisors, LLC

location

GUILFORD, CT

disclosure

1 Disclosures

ADVISOR BIO

Andrew Allen Agemy is a financial advisor with over 30 years of experience in the industry. Andrew is currently registered as an Investment Advisor Representative with Agemy Wealth Advisors, LLC in Connecticut, Florida and New York. Andrew specializes in providing financial planning, portfolio management for individuals and selection of other advisors. Previously, Andrew was a registered representative with Client One Securities LLC, Broker Dealer Financial Services Corp. and MML Investors Services, Inc. Andrew holds Series 6, 7, 63 and 65 licenses and the SIE exam.

SPECIALIZATIONS

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

Seaport Global Securities LLC

location

GREENWICH, CT

experience

30 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Andrew Rochat is a financial professional with over 27 years of experience in the industry. Andrew currently works at Seaport Global Securities LLC in Greenwich, Connecticut. Andrew has previously held roles at Stifel, Nicolaus & Company, Incorporated, Sterne, Agee & Leach, Inc., Citadel Securities LLC, Chapdelaine & Co., Barclays Capital Inc., Lehman Brothers Inc., UBS Securities LLC, ABN AMRO Incorporated, Paribas Corporation, and Smith Barney Inc. Andrew has a Series 7, Series 24, Series 3, Series 52, and Series 63 license. Andrew is registered in 51 states, the District of Columbia, and is a member of FINRA.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Stonex Securities Inc.

location

CHESHIRE, CT

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Depalma is a registered representative with Stonex Securities Inc. in Cheshire, Connecticut. Andrew is a seasoned financial professional with over 30 years of experience in the industry. Andrew holds the Series 6 and SIE licenses. Andrew has held previous roles with WRP INVESTMENTS, INC., MAIN STREET MANAGEMENT COMPANY, TITAN/VALUE EQUITIES GROUP, INC., and FIRST INVESTORS CORPORATION.

SPECIALIZATIONS

No specializations listed.

Unclaimed

MML Investors Services, LLC | CFC ® (Certifications)

location

SHELTON, CT

experience

25 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Andrew Wigzell has been in the financial services industry since 2000. Andrew is currently registered with MML Investors Services, LLC and has been registered with them since 2017. Andrew previously worked with MSI Financial Services, Inc. Andrew's registration history reflects that he has a broad background in the industry. Andrew is a Chartered Financial Consultant. Andrew provides a variety of financial services to individuals, businesses, corporations, trusts and other clients. Andrew has 52 state licenses and 3 Investment Advisor licenses. Andrew is actively registered in Connecticut, Florida and Texas. Andrew is approved to provide Broker Check services in 52 states, and Investment Advisor services in 3 states.

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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