Invested Better
Financial Advisors in Connecticut
11,410 Results
Unclaimed

O'Shaughnessy Asset Management, LLC | CFA ® (Certifications)

location

STAMFORD, CT

0 Disclosures

ADVISOR BIO

Laura Foster is a financial advisor registered with the state of Connecticut and is an Investment Advisor Representative with O'Shaughnessy Asset Management, LLC. Laura holds the Series 3, SIE, 6, 7, and 63 securities licenses. Laura has over 9 years of experience in the financial services industry and is a Chartered Financial Analyst.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Citigroup Global Markets Inc.

location

Stamford, CT

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Laura Fogarty is a financial professional with over 15 years of experience in the industry. Laura is currently a registered representative with Citigroup Global Markets Inc. Laura is licensed to provide investment advice in all 50 states and the District of Columbia. Laura specializes in providing financial planning, asset allocation advice, and portfolio management for individuals and businesses. Laura previously worked as a registered representative at Citizens Capital Markets. Laura is also a Series 10 and 24 principal, and holds the Series 7, 79, and SIE licenses.

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

Capital Trust AND Associates LLC

location

WOODBRIDGE, CT

0 Disclosures

ADVISOR BIO

Laura Ann Simon is a registered investment advisor representative for Capital Trust and Associates LLC. Laura has been in the financial industry since 1987 and has experience in various aspects of financial services, including investment advisory, insurance, and financial planning. Laura is a registered investment advisor in Connecticut. She also holds licenses as an independent insurance agent and a long-term care insurance specialist. She is committed to providing her clients with comprehensive and personalized financial advice, tailored to their individual needs and goals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Prudential Annuities Distributors, Inc.

location

Shelton, CT

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Laura Danielle Shields is a financial advisor who has been in the industry since November 17, 2022. Laura is currently registered with Prudential Annuities Distributors, Inc. and holds a Series 63, Series 6TO and SIE licenses. Laura is registered in 16 states, including Arizona, District of Columbia, Florida and more.

SPECIALIZATIONS

No specializations listed.

Unclaimed

UBS Financial Services Inc.

location

NEW LONDON, CT

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Laura Saborio is a financial advisor who has been working in the industry since 2004. Laura is registered with UBS Financial Services Inc. and has a Series 7, Series 66, and SIE license. She is also registered in Connecticut, Florida, New Jersey, and Wyoming. Previously, Laura worked at HSBC Securities (USA) Inc. and HSBC Brokerage (USA) Inc. Laura's current office is located in New London, Connecticut.

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

Voya Financial Partners, LLC

location

WINDSOR, CT

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Laura Beth Cluever is a financial professional with over 2 years of experience in the financial services industry. Laura is currently registered with Voya Financial Partners, LLC in Windsor, CT. Laura holds Series 6TO and SIE licenses.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Bourgeon Capital Management LLC | CFP ®,CFA ®,CIC ® (Certifications)

location

DARIEN, CT

0 Disclosures

ADVISOR BIO

Laura Kim Drynan is an investment advisor representative at Bourgeon Capital Management LLC. Laura has over 30 years of experience in the financial services industry and is a Certified Financial Planner, Chartered Financial Analyst and a Chartered Investment Counselor. Laura is registered to provide investment advisory services in California, Connecticut and Florida. Laura previously worked at Credit Suisse First Boston Corporation. Laura is currently focused on working with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

Greenwich, CT

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Laura Benfatti Davis is a financial advisor with over 17 years of experience in the industry. Laura is currently registered with J.P. Morgan Securities LLC in Greenwich, CT and Texas. Laura is also registered as an Investment Advisor Representative in CT and TX. Laura has a broad range of experience and expertise in financial planning, portfolio management, and pension consulting. Laura is committed to providing personalized financial advice to help clients achieve their financial goals.

SPECIALIZATIONS

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

Capital ONE Securities, Inc.

location

Stamford, CT

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Laura Ann Spichiger is a financial advisor at Capital One Securities, Inc. Laura has been in the securities industry for 9 years. Laura has a Series 63, Series 7TO, SIE and Series 79 license. Laura is registered in 11 states, including California, Connecticut, Florida, Illinois, Louisiana, Maryland, Massachusetts, New York, Pennsylvania, Texas and Virginia. Laura's previous employer was Barclays Capital Inc.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Kestra Advisory Services, LLC

location

Southbury, CT

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Laura Maguire is a financial advisor with Kestra Advisory Services, LLC. Laura has been in the industry since 1997 and holds Series 63, 65, 7, and SIE licenses. Laura works with a variety of clients, including high net worth individuals, corporations, and pension and profit sharing plans. Laura specializes in providing financial planning, investment management, and retirement planning services. Laura also has experience working as a Registered Planning Assistant with Compass Capital Management LLC.

SPECIALIZATIONS

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

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