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Financial Advisors in Connecticut
11,410 Results
Unclaimed

Ameriprise Financial Services, LLC

location

WEST HARTFORD, CT

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Michael Przygocki is a financial advisor with over 20 years of experience in the industry. Michael is registered with Ameriprise Financial Services, LLC in Connecticut and Texas. Michael is also registered in several other states including Arizona, Florida, New Hampshire, Rhode Island and Texas. Michael has a Series 66 license, as well as Series 7 and SIE licenses. Michael specializes in offering financial planning, pension consulting, educational seminars, and publication of periodicals. Michael has worked with individuals, corporations, trusts, estates, pension plans, and charitable organizations. Michael's firm, Ameriprise Financial Services, LLC, manages over $479 billion in assets.

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

LCR Wealth Management LLC

location

WESTPORT, CT

0 Disclosures

ADVISOR BIO

Michael Wehrli is an Investment Advisor Representative associated with LCR Wealth Management LLC. Michael has been in the industry since April 2012. Michael holds the Series 65 license. Michael specializes in providing financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, pooled investment vehicles, businesses, and pension and profit-sharing plans.

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

Osaic Institutions, Inc.

location

MERIDEN, CT

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Michael John Ramirez is an investment advisor representative associated with Osaic Institutions, Inc. Michael has been in the securities industry since 2002. Michael is licensed in Georgia.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
SOLICITATION SERVICES FOR OTHER ADVISERS
Unclaimed

Knights OF Columbus Asset Advisors LLC | CFC ® (Certifications)

location

NEW HAVEN, CT

0 Disclosures

ADVISOR BIO

Michael Burkitt is an investment advisor representative with Knights of Columbus Asset Advisors LLC. Michael has been in the industry since 1993, previously working at Securian Financial Services, Inc., Princor Financial Services Corporation and MML Investors Services, Inc. Michael is registered with the state of West Virginia.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Icapital Markets LLC

location

Greenwich, CT

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Michael Matthew Rubeo is a financial professional with over 15 years of experience in the industry. Michael currently works at Icapital Markets LLC, where he specializes in helping individuals and families reach their financial goals. Michael has held previous positions at ICAPITAL SECURITIES, LLC, Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Michael is licensed to conduct business in Connecticut and New York.

SPECIALIZATIONS

No specializations listed.

Unclaimed

AQR Investments, LLC

location

Greenwich, CT

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Michael Alexander Giacino is a financial advisor with over 11 years of experience in the financial services industry. Michael is currently registered with AQR Investments, LLC in Greenwich, CT. Michael has previously worked at FORESIDE FUND SERVICES, LLC, ABBEY CAPITAL (US) LLC, FRED ALGER & COMPANY, INCORPORATED, CALTON & ASSOCIATES, INC., and NEWBRIDGE SECURITIES CORPORATION. Michael holds the Series 63, Series 7 and SIE licenses.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Northwestern Mutual Investment Services, LLC

location

WEST HARTFORD, CT

experience

8 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Canning is a financial professional registered with Northwestern Mutual Investment Services, LLC. Michael is currently based in West Hartford, CT. Michael is also registered with the states of Connecticut, Florida, Massachusetts, North Carolina, and Rhode Island. Prior to joining Northwestern Mutual Investment Services, LLC, Michael was employed by PARK AVENUE SECURITIES LLC and PRUDENTIAL ANNUITIES DISTRIBUTORS, INC.

SPECIALIZATIONS

INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFP ® (Certifications)

location

Farmington, CT

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Michael Gerard Lecours is a financial advisor with over seven years of experience in the financial services industry. Michael is currently registered with Cambridge Investment Research Advisors, Inc. and holds a Series 7, Series 66, and SIE licenses. Michael provides financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Michael is committed to helping 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
Market Timing Services
Unclaimed

UBS Financial Services Inc.

location

HARTFORD, CT

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Michael Anthony Lusardi is a financial advisor at UBS Financial Services Inc. Michael has been in the industry since April 2009 and is registered in Connecticut, Texas, and several other states. Michael is a registered representative and investment advisor representative. Michael is well-versed in various financial services, including portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars, and selection of other advisors.

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

Interactive Brokers Corp.

location

GREENWICH, CT

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Michael Adamski is a financial professional with over 10 years of experience in the industry. Michael is currently registered with Interactive Brokers Corp. and Interactive Brokers LLC. Michael has passed the Securities Industry Essentials Examination and the Operations Professional Examination. Michael has been registered with Interactive Brokers Corp. since 2014. Michael has experience working in Greenwich, Connecticut.

SPECIALIZATIONS

No specializations listed.

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