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Financial Advisors in Connecticut
11,410 Results
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

J.p. Morgan Securities LLC

location

Greenwich, CT

experience

18 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

Voya Financial Partners, LLC

location

WINDSOR, CT

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Laura Dawson Bryson is a financial advisor who has been in the industry since August 22, 1996. Laura is currently registered with Voya Financial Partners, LLC and has been registered with them since July 15, 1999. Previously, Laura was registered with CIGNA FINANCIAL SERVICES, INC. and CIGNA FINANCIAL ADVISORS, INC. Laura is licensed in Connecticut.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Prudential Annuities Distributors, Inc.

location

Shelton, CT

experience

2 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

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

Northwestern Mutual Investment Services, LLC

location

WESTPORT, CT

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Laura Muniz godoy is a financial professional with experience in the financial services industry. Laura is currently registered with Northwestern Mutual Investment Services, LLC and has been with them since June 2020. Laura is licensed in Connecticut and has experience in investment research and referrals to other advisors. In the past, Laura was registered with FSC SECURITIES CORPORATION.

SPECIALIZATIONS

INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS
Unclaimed

Private Advisor Group, LLC | CFP ® (Certifications)

location

Simsbury, CT

0 Disclosures

ADVISOR BIO

Laura Sundquist is a financial advisor with Private Advisor Group, LLC. Laura has been in the financial services industry since 1996. Laura is a Certified Financial Planner and specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting. Laura is registered with the states of Connecticut and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITATION/REFERRAL
Publication of Financial Periodicals
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

Cetera Investment Advisers LLC | CFC ® (Certifications)

location

MADISON, CT

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Laura Lynne Palumbo is a financial advisor registered with Cetera Investment Advisers LLC. Laura Lynne Palumbo has been a registered representative in the securities industry since June 29, 1984. Laura Lynne Palumbo is also a registered investment advisor representative in Connecticut. Laura Lynne Palumbo has a wide range of experience in the financial services industry, having worked for several firms including Walnut Street Securities, Inc., Nathan & Lewis Securities, Inc., PML Securities Company, Pruco Securities Corporation, and The Prudential Insurance Company of America. Laura Lynne Palumbo holds several industry licenses, including Series 6, 7, 24, 53, and 63. Laura Lynne Palumbo is also a Chartered Financial Consultant.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

HARTFORD, CT

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Laura Shaw is a financial advisor currently registered with Osaic Wealth, Inc. in Scottsdale, Arizona. Laura is a seasoned professional with over 10 years of experience in the financial industry. Prior to joining Osaic Wealth, Inc., Laura worked with Lincoln Financial Distributors, Inc., Lincoln Financial Advisors Corporation, Lincoln Financial Securities Corporation, and Raymond James & Associates, Inc. Laura holds the Series 66, Series 7, and SIE licenses and is currently registered in Ohio as an Investment Advisor Representative and a Broker. Laura has extensive experience providing a range of financial services to individuals, businesses, and institutions. Laura's commitment to personalized service, coupled with her in-depth knowledge of the financial markets, enables her to deliver tailored solutions designed to help clients achieve their financial goals.

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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