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Financial Advisors in Connecticut
11,410 Results
Unclaimed

Lincoln Financial Distributors, Inc.

location

HARTFORD, CT

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Krauss is a financial professional with over 20 years of experience in the industry. Kevin is currently registered with Lincoln Financial Distributors, Inc. Kevin has held previous positions at SAYBRUS EQUITY SERVICES, INC, 1851 SECURITIES, INC, PHOENIX EQUITY PLANNING CORPORATION, and AETNA INVESTMENT SERVICES, INC. Kevin holds Series 6, 7, 24, 26, and 66 licenses.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Knights OF Columbus Asset Advisors LLC

location

NEW HAVEN, CT

0 Disclosures

ADVISOR BIO

Kevin Wayne Pierce is a registered Investment Advisor Representative with Knights of Columbus Asset Advisors LLC. Kevin is licensed in Kansas and Oklahoma. Kevin has been in the industry since December 2006. Kevin has a Series 65 license and has been with Knights of Columbus Asset Advisors LLC since January 2021. Kevin is also the owner and operator of Kapstone LLC, a real estate company, and is a General Agent for Knights of Columbus Insurance.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vantage Financial Group, Inc. | CFP ® (Certifications)

location

STAMFORD, CT

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Hansley is an investment advisor representative at Vantage Financial Group, Inc. Kevin has been in the securities industry since October 27, 1987. Kevin is registered with FINRA and the state of Connecticut. Kevin has a Series 3, 7, and 63 license as well as a Series 65 license. Kevin also holds the Certified Financial Planner designation.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

COLCHESTER, CT

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Harris is a financial advisor with Edward Jones. Kevin has been in the industry since January 20, 2016 and has been registered with Edward Jones since May 12, 2017. Previously, Kevin was a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated from January 21, 2016 until May 12, 2017. Kevin holds the Series 66, Series 7 and SIE licenses. Kevin is registered to provide investment advice in Alabama, California, Colorado, Connecticut, Florida, Maine, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, Tennessee, and Vermont. Kevin specializes in financial planning, pension consulting, 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
Unclaimed

MML Investors Services, LLC

location

GLASTONBURY, CT

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Michael Stroiney is an Investment Advisor Representative with MML Investors Services, LLC. Kevin has been in the financial services industry since July 10, 2022. Kevin has a Series 7TO, Series 66 and SIE license. Kevin works in the Glastonbury, CT office of MML Investors Services, LLC. Kevin Michael Stroiney is also an independent insurance agent and provides life, fixed annuities, disability, long-term care, and health insurance products. Kevin is registered to offer investment advice in the following states: California, Connecticut, Florida, Indiana, Massachusetts, Minnesota, New Hampshire, New Jersey, North Carolina, Ohio, South Carolina, Texas, and the District of Columbia.

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

Oppenheimer & Co. Inc.

location

STAMFORD, CT

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Furnaros is an investment advisor representative at Oppenheimer & Co. Inc. located in Stamford, Connecticut. Kevin is licensed in 27 states and has been in the industry since 2020. Kevin is licensed to provide securities and investment advisory services, including portfolio management for individuals, businesses, and pooled investment vehicles. Kevin also offers financial planning and pension consulting services.

SPECIALIZATIONS

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

Eagle Strategies LLC

location

STRATFORD, CT

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Curry is a registered investment advisor representative with Eagle Strategies LLC. Kevin has been in the securities industry since 1995 and has experience in providing investment advice to a variety of clients including high-net-worth individuals, corporations, and charitable organizations. Kevin's primary focus is on providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Kevin is a Series 6, 7, 24, 52, 53 and 66 licensed advisor and is registered with the state of Connecticut. Prior to joining Eagle Strategies LLC, Kevin held positions at Equico Securities, Inc. and The Equitable Life Assurance Society of the United States.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

UBS Securities LLC

location

STAMFORD, CT

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Caliendo is a financial advisor with UBS Securities LLC. Kevin has over 17 years of experience in the financial services industry. Kevin's previous employers include Needham & Company, LLC, First New York Securities L.L.C., Morgan Stanley Distribution, Inc., Legg Mason Investor Services, LLC, Citigroup Global Markets Inc., First Union Securities, Inc., Forum Capital Markets LLC, and ING BARING FURMAN SELZ LLC. Kevin holds the Series 7, Series 55, Series 63, Series 65, Series 86, Series 87, and SIE licenses.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

NEW HAVEN, CT

experience

2 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kevin Pierron is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in New Haven, CT. Kevin has been in the industry since November 2022 and is licensed in 19 states and the District of Columbia. Kevin is a Series 66 and Series 7TO licensed professional. Kevin's area of expertise is in managing investment portfolios for individual investors and businesses. Kevin also provides investment advisory services to charitable organizations, pension and profit sharing plans, corporations and other businesses. Kevin is committed to providing his clients with the highest level of service and expertise.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Franklin Distributors, LLC

location

STAMFORD, CT

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Mosher is a financial advisor based in Stamford, Connecticut. Kevin is currently registered with Franklin Distributors, LLC. Kevin has been in the financial services industry since March 19, 2018. Kevin has experience with First Republic Securities Company, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kevin holds the Series 66, Series 7 and SIE licenses.

SPECIALIZATIONS

No specializations listed.

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