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Financial Advisors in Connecticut
11,410 Results
Unclaimed

Commonwealth Financial Network

location

Middletown, CT

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Kelly Marie Smith is a financial advisor at Commonwealth Financial Network. Kelly has been in the industry since November 2014. Kelly is licensed in Connecticut. Kelly has a Series 6 and Series 63 license. Prior to joining Commonwealth Financial Network, Kelly was a financial advisor at ONEAMERICA SECURITIES, INC., Cambridge Investment Research, Inc., LPL Financial LLC, and MetLife Securities Inc. Kelly specializes in providing financial advice for individuals, families, businesses, 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
Publication of Financial Periodicals
Unclaimed

Ameriprise Financial Services, LLC

location

Manchester, CT

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Kelly Ann Lech is a financial advisor registered with Ameriprise Financial Services, LLC. Kelly has been in the industry since March 27, 2003. Kelly is registered in Connecticut and has a Series 66, Series 7 and SIE licenses. Kelly works with individuals, businesses, charitable organizations, trusts/estates, insurance companies, pension and profit-sharing plans, and state or municipal government entities.

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

Empower Financial Services, Inc.

location

Hartford, CT

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Kelly Irene Harris is a financial advisor with Empower Financial Services, Inc. Kelly has been working in the financial services industry since January 7, 2021. Kelly is registered in Florida and Georgia. Kelly holds the Series 4, 7TO, 24 and 63 licenses. Kelly is a Principal.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Wilmington Trust Investment Advisors, Inc.

location

BRIDGEPORT, CT

0 Disclosures

ADVISOR BIO

Kelly Kimball is an investment advisor representative at Wilmington Trust Investment Advisors, Inc. Kelly is registered with the state of Maryland and has been working in the industry since August 1993. Kelly is a Series 65 licensed individual and has experience with asset allocation, economic analysis and capital markets forecasting, lease advisory staff to affiliates, pension consulting and publication of periodicals.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION, ECONOMIC ANALYSIS AND CAPITAL MARKETS FORECASTING, LEASE ADVISORY STAFF TO AFFILIATES
Publication of Financial Periodicals
Unclaimed

Voya Financial Partners, LLC

location

WINDSOR, CT

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Kelly Ann Benedict is a financial advisor associated with Voya Financial Partners, LLC. Kelly has been in the industry since July 17, 2000. Kelly has passed the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Commonwealth Financial Network

location

GLASTONBURY, CT

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Kelsey Conklin is an investment advisor representative with Commonwealth Financial Network. Kelsey has been in the financial industry since 2011 and holds the Series 6, 7, and 66 securities licenses. Kelsey has worked for Commonwealth Financial Network in both California and Connecticut and is currently registered as a broker-dealer and investment advisor in 18 states. Kelsey is also registered with FINRA.

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

Voya Financial Partners, LLC

location

WINDSOR, CT

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Kelsey Baker is a financial professional registered with Voya Financial Partners, LLC and holds the Series 6 and SIE licenses. Kelsey has experience in the financial services industry since 2017, having previously worked for ALLIANCE-ONE INVESTMENTS, LLC and METLIFE INVESTORS DISTRIBUTION COMPANY. Kelsey has a strong foundation in investment company products and variable contracts.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Empower Financial Services, Inc.

location

Hartford, CT

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Kelsie Elaine Merrill is a financial professional with Empower Financial Services, Inc. Kelsie has been in the financial services industry since September 24, 2020. Kelsie has passed the Series 6TO and SIE exams. Prior to working with Empower Financial Services, Inc., Kelsie worked with MML DISTRIBUTORS, LLC.

SPECIALIZATIONS

No specializations listed.

Unclaimed

J.p. Morgan Securities LLC | CFP ®,CFA ® (Certifications)

location

Greenwich, CT

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Kelvin Savage is a financial advisor with J.p. Morgan Securities LLC. Kelvin has been in the industry since 2008 and is registered in Connecticut and Texas. Kelvin holds the Series 63, Series 65, Series 7 and SIE licenses. Kelvin is also a Certified Financial Planner and a Chartered Financial Analyst.

SPECIALIZATIONS

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

Interactive Brokers LLC

location

GREENWICH, CT

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Kelvin Leong is a registered representative with Interactive Brokers LLC. Kelvin has been in the industry since 2017. Kelvin holds the Series 7 and SIE licenses.

SPECIALIZATIONS

No specializations listed.

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