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Financial Advisors in Connecticut
11,410 Results
Unclaimed

UBS Financial Services Inc.

location

WESTPORT, CT

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Kristin Elizabeth Bloom is a financial advisor with UBS Financial Services Inc. Kristin is a registered representative in Connecticut and Texas, and has been in the industry since April 1998. Kristin has been with UBS Financial Services Inc. since January 2009, and previously worked at Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and Sanford C. Bernstein & Co., LLC. Kristin has experience in providing investment advice to individuals, corporations, and other business entities.

SPECIALIZATIONS

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

Oppenheimer & Co. Inc.

location

STAMFORD, CT

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Kristin Stephens is a financial advisor with Oppenheimer & Co. Inc. Kristin has been working in the financial industry since 2001. Previously, Kristin worked at UBS Financial Services Inc., J.P. Morgan Securities Inc., ABN AMRO Financial Services, Inc. and ABN AMRO Incorporated. Kristin holds the Series 52TO, SIE, Series 7, and Series 53 licenses. Kristin specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Kristin is also a financial planner and provides pension consulting.

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

Cetera Investment Services LLC

location

EAST HARTFORD, CT

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Kristin Royce is a financial advisor with Cetera Investment Services LLC. Kristin has been in the financial services industry since December 31, 2015. Kristin is registered with the state of Connecticut. Kristin holds Series 6, Series 63, and SIE licenses. Prior to joining Cetera Investment Services LLC, Kristin worked at Foresters Financial Services, Inc.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Ameriprise Financial Services, LLC

location

SHELTON, CT

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Kristina Samantha Kiraly is a financial advisor registered with Ameriprise Financial Services, LLC in Shelton, CT. Kristina Samantha Kiraly has been in the financial services industry since 2020. Kristina Samantha Kiraly has passed the Series 7, Series 66 and SIE exams and is registered in 28 states. Kristina Samantha Kiraly was previously registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in Farmington, CT.

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

Prudential Annuities Distributors, Inc.

location

SHELTON, CT

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Kristina Lynn McClamrock is a financial professional with experience in the financial services industry. Kristina has held previous roles at The Leaders Group, Inc. and Lincoln Financial Distributors, Inc. Kristina is currently registered with Prudential Annuities Distributors, Inc. and holds the Series 63, Series 6TO, and SIE licenses. Kristina is licensed in North Carolina.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Edward Jones | CFP ®,CFA ® (Certifications)

location

OXFORD, CT

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Kristina Matwijec is a financial advisor with Edward Jones. Kristina is registered with the state of Connecticut and is also a Certified Financial Planner and a Chartered Financial Analyst. Kristina has been in the industry since 2019.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

OXFORD, CT

experience

8 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kristina Daoud is a financial advisor with Ameriprise Financial Services, LLC. Kristina is a registered representative with FINRA and has been in the financial services industry since 2012. Kristina holds the Series 7, Series 63, and Series 65 licenses. Kristina is registered with the state of Connecticut and New York. Kristina is a specialist in providing financial advice for individuals and families, as well as businesses and retirement plans. Kristina has a strong understanding of the financial markets and is dedicated to providing her clients with personalized advice and solutions.

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

Valmark Advisers, Inc.

location

Manchester, CT

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Kristina Leigh Wolff singh is a financial advisor at Valmark Advisers, Inc.. Kristina has been in the financial industry since 2022 and holds both Series 66 and Series 7TO licenses. Kristina specializes in financial planning, portfolio management for businesses, and portfolio management for individuals. Kristina works in Manchester, CT and can assist clients in a variety of states across the country.

SPECIALIZATIONS

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

Commonwealth Financial Network

location

DANBURY, CT

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Kristina Teneyck is a financial advisor who has been in the industry since 1994. Kristina has been with Commonwealth Financial Network since 2005. Kristina is a registered investment advisor with the state of Connecticut. Kristina has a wide range of experience in the financial services industry.

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

Cetera Investment Advisers LLC | CFP ®,CFC ® (Certifications)

location

COLLINSVILLE, CT

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Kristina Wadman Oswald is a financial advisor registered with Cetera Investment Advisers LLC. Kristina is a Certified Financial Planner and a Chartered Financial Consultant and has been in the financial services industry since 1987. Kristina currently holds registrations in 25 states and the District of Columbia. In addition to her work with Cetera Investment Advisers LLC, Kristina also serves as a subcommittee member for First Congregational Church Canton Center, a member of the board of directors for the Financial Planning Association of Connecticut, and treasurer of the Canton Community Health Fund.

SPECIALIZATIONS

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

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