Invested Better
Financial Advisors in Connecticut
11,410 Results
Unclaimed

Prudential Annuities Distributors, Inc.

location

SHELTON, CT

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Lehua Provette is a financial professional with over 7 years of experience in the industry. She is currently registered with Prudential Annuities Distributors, Inc. and holds the Series 6, Series 26 and Series 63 securities licenses. Lehua Provette is also licensed in Pennsylvania.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Osaic Wealth, Inc. | CFP ® (Certifications)

location

HARTFORD, CT

experience

29 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Lei Wang is an investment advisor representative with Osaic Wealth, Inc. based in HARTFORD, CT. Lei has been in the financial services industry since 1995. Lei is registered to offer securities in 24 states. Lei is also a Certified Financial Planner. Lei previously worked at THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, AETNA INVESTMENT SERVICES, LLC, FINANCIAL NETWORK INVESTMENT CORPORATION, and AETNA FINANCIAL SERVICES, INC..

SPECIALIZATIONS

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

Foreside Fund Services, LLC

location

Stamford, CT

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Leigh Troy is a financial advisor with Foreside Fund Services, LLC and has been in the industry since December 9, 2013. Leigh is registered with the Financial Industry Regulatory Authority (FINRA) as a general securities representative and has passed the Series 63, Series 7 and SIE exams. Leigh is registered in 52 states and Puerto Rico.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Ameriprise Financial Services, LLC | CFP ® (Certifications)

location

SIMSBURY, CT

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Leigh Edward King is an advisor at Ameriprise Financial Services, LLC. Leigh has been in the financial services industry since 1991. Leigh is a Certified Financial Planner® professional and holds a Series 63, Series 24, Series 7 and SIE licenses. Leigh also has experience with other firms, including IDS LIFE INSURANCE COMPANY. Leigh has held registrations in 21 states and three states for Investment Advisor Representatives. Leigh is also registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Leigh is a member of the Ameriprise Financial Services, LLC team in Simsbury, CT. Leigh is committed to providing clients with personalized financial advice and services. Leigh has experience with a wide range of financial planning needs, including: retirement planning, investment management, college savings, insurance planning and estate planning.

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

AMG Distributors, Inc.

location

STAMFORD, CT

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Leigh Shapiro Williamson is a financial professional with over 13 years of experience in the securities industry. Leigh is currently registered with AMG Distributors, Inc. in Stamford, CT. Leigh has held previous positions with SunTrust Robinson Humphrey, Inc. in Boston, MA. Leigh is licensed to sell securities in Connecticut and Massachusetts.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Park Avenue Securities LLC

location

NEW HAVEN, CT

experience

13 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Leigh A Piccolo is a financial professional who has been working in the financial industry since 2003. Leigh is currently registered with Park Avenue Securities LLC in New Haven, CT. Leigh also holds a Series 6, Series 63, and SIE. Leigh has previously worked with MetLife Securities Inc. and Metropolitan Life Insurance Company in Shelton, CT.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

GREENWICH, CT

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Leiland Stevens is a financial advisor who has been in the industry since 2011. Leiland is currently registered with Fidelity Personal and Workplace Advisors. Prior to this, Leiland was employed at Tradition Securities and Derivatives LLC, E D & F MAN Capital Markets Inc., Tullett Prebon Financial Services LLC, and Morgan Stanley & Co. LLC. Leiland holds the Series 3, 7, 24, 63, and 66 licenses. Leiland has a history of working with high-net-worth individuals, corporations, and retirement plans.

SPECIALIZATIONS

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

Commonwealth Financial Network | CFP ® (Certifications)

location

POMFRET CENTER, CT

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Leisl Langevin is a financial advisor with Commonwealth Financial Network. Leisl is registered with the state of Connecticut as a Registered Representative and Investment Advisor Representative. Leisl has been in the industry for 6 years. Leisl is a Certified Financial Planner and has passed the Series 7TO, Series 63, and SIE exams. Leisl has experience working with individuals, high-net-worth individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans. Leisl provides financial planning, portfolio management, and educational seminars.

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
location

West Hartford, CT

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Lela Begovic is a registered representative of Morgan Stanley in West Hartford, Connecticut. Lela has been in the securities industry since September 8, 2005, and is registered with the state of Connecticut. Lela is also registered as an Investment Advisor Representative (IAR) in Texas and Connecticut. Before joining Morgan Stanley, Lela was a registered representative at CITIGROUP GLOBAL MARKETS INC. in West Hartford, Connecticut. Lela holds the Series 7, Series 63, and Series 65 licenses, as well as the Securities Industry Essentials (SIE) exam.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Osaic Wealth, Inc.

location

MYSTIC, CT

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Leland Wilcox is a financial advisor with over 30 years of experience in the industry. Currently, Leland is registered with Osaic Wealth, Inc. in Connecticut. Before joining Osaic Wealth, Inc., Leland was registered with Securities America, Inc., Investcorp, Inc., Liberty Securities Corporation, and ISFA Corporation. Leland is a Registered Representative and Investment Advisor Representative and holds the Series 7, 79TO, 24, 63, and 65 licenses. Leland has extensive experience in financial planning, portfolio management, and pension consulting. Leland specializes in providing financial advice to individuals, families, and businesses. Leland offers a variety of financial services including retirement planning, college savings planning, investment management, and insurance planning. Leland is committed to providing personalized financial advice 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

Need help matching

with the right advisor?