Invested Better
Financial Advisors in Connecticut
11,410 Results
Unclaimed
location

Ridgefield, CT

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Mary McCafferty is an investment advisor representative with Morgan Stanley, located in Ridgefield, CT. Mary has been active in the securities industry since 2017 and is registered in 48 states. Mary has experience in providing financial planning, portfolio management, and asset allocation advice.

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

Wells Fargo Clearing Services, LLC

location

GREENWICH, CT

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Mary D Roland is a financial advisor with over 20 years of experience in the industry. Mary has been registered with Wells Fargo Clearing Services, LLC since 2016. Prior to this, Mary worked for a number of other firms, including Northwestern Mutual Investment Services, LLC, Westport Resources Investment Services, Inc., Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Mary holds Series 6, 7, 63 and 66 licenses. Mary is currently licensed in 27 states and her firm is headquartered in St. Louis, MO.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Northwestern Mutual Investment Services, LLC

location

Stamford, CT

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Mary Catherine Parr is a Registered Representative and Investment Adviser Representative with Northwestern Mutual Investment Services, LLC. Mary Catherine Parr has been in the securities industry since 2005. Mary Catherine Parr is registered in 11 states. Mary Catherine Parr is also a 33% owner of an investment property. Mary Catherine Parr previously worked with New England Securities.

SPECIALIZATIONS

INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS
Unclaimed

William J. Mayer Securities, LLC

location

GREENWICH, CT

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Mary Beth Quinn is a registered representative at William J. Mayer Securities, LLC. Mary Beth Quinn has been in the securities industry since August 22, 1989. Mary Beth Quinn is registered in Connecticut. Mary Beth Quinn holds the following securities licenses: Series 3, Series 7, Series 63, Series 79TO, Series 99TO and SIE. Mary Beth Quinn is also registered with FINRA and the state of Connecticut.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Wells Fargo Clearing Services, LLC

location

GREENWICH, CT

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Mary Ann Hintz is a financial advisor registered with Wells Fargo Clearing Services, LLC. Mary Ann has been in the financial industry since December 16, 2000. She is licensed in 45 states and is active in both broker-dealer and investment advisor capacities. Mary Ann has previously been registered with Credit Suisse Securities (USA) LLC, Deutsche Bank Securities Inc., and Morgan Stanley & Co., Incorporated. Mary Ann holds Series 63, 7, and SIE licenses and has experience providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for both businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Osaic FA, Inc. | CFP ®,CFC ® (Certifications)

location

HARTFORD, CT

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Mary Therese Young is a financial advisor registered with Osaic FA, Inc. Mary is a Certified Financial Planner and a Chartered Financial Consultant. Mary has been in the securities industry since October 2008. Mary is licensed in Connecticut, New Jersey, South Carolina, and Texas. Mary is also registered as an investment advisor in Connecticut.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
RETIREMENT PLAN CONSULTING SERVICES PROVIDED ON A LIMITED BASIS.
Unclaimed

Wells Fargo Advisors Financial Network, LLC

location

FAIRFIELD, CT

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Mary Alice Richard is a financial advisor with over 25 years of experience in the financial services industry. She is currently registered with Wells Fargo Advisors Financial Network, LLC in Fairfield, Connecticut. Mary has previously worked with several other reputable firms including Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated and RBC Capital Markets. Mary holds a Series 7, Series 63, and Series 66 license and is qualified to provide investment advice to a wide range of clients, including individuals, families, businesses, and institutions. She is a dedicated professional with a strong commitment to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed
location

NEWTOWN, CT

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Mary Xavier is a financial advisor with Edward Jones. Mary has been in the financial industry since May 2018. Mary has a Series 7, Series 66, and SIE license. Mary provides a wide range of financial planning, and investment services. Mary is registered in 13 states including Connecticut, Florida, Massachusetts, New York, and Virginia.

SPECIALIZATIONS

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

WINDSOR, CT

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Mary Kathryn Thompson is a financial advisor registered with Edward Jones. Mary Kathryn is based in WINDSOR, CT and has been in the industry since 2023. Mary Kathryn is licensed to provide financial advice in 12 states and holds Series 66, SIE, and Series 7TO licenses. Mary Kathryn has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations.

SPECIALIZATIONS

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

Natwest Markets Securities Inc.

location

STAMFORD, CT

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Mary Ann Scott is a Registered Representative with Natwest Markets Securities Inc. She has been in the securities industry since June 1, 2000, and holds the Series 7 and SIE licenses. Mary Ann has a branch office in Stamford, CT.

SPECIALIZATIONS

No specializations listed.

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