Years of Experience
5-20+ Years
HARTFORD, CT
19 Years Experience
1 Disclosures
ADVISOR BIO
Michael Francis Shoaf is a financial advisor who has been in the industry since 2006. Michael is currently registered with UBS Financial Services Inc. and holds Series 6, 7, 24, 63, and 66 licenses. Michael has experience working with various clients, including individuals, high-net-worth individuals, corporations, and pension plans. In addition to his work with UBS Financial Services Inc., Michael also worked for CHARLES SCHWAB & CO., INC., FIDELITY BROKERAGE SERVICES LLC, AMERICAN SKANDIA MARKETING, INC., PRUCO SECURITIES CORPORATION, and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA.
SPECIALIZATIONS
Stamford, CT
23 Years Experience
0 Disclosures
ADVISOR BIO
Michael Teryazos is a financial advisor with Vision Financial Markets LLC. Michael has been a financial advisor since 2002 and has worked for several firms including Sagerader, LLC, Pinnacle Capital Markets, LLC and Dinosaur Financial Group, L.L.C. Michael's areas of expertise include investments, securities and financial planning. Michael is registered in New York and holds a Series 7, Series 24, and Series 63 license. Michael has a SIE license.
SPECIALIZATIONS
No specializations listed.
STAMFORD, CT
0 Disclosures
ADVISOR BIO
Michael William Robinson is a registered investment advisor representative with Ridgeview Asset Management Partners, LLC. Michael William Robinson has been in the industry for over a decade, having previously worked at General American Investors, Inc. Michael William Robinson specializes in portfolio management for individuals, investment companies, and pooled investment vehicles. Michael William Robinson holds a Series 65 license and is registered with the state of Connecticut. Michael William Robinson is also a director of a small private company.
SPECIALIZATIONS
WINDSOR, CT
20 Years Experience
0 Disclosures
ADVISOR BIO
Michael Kaminski is a financial advisor at Voya Financial Partners, LLC, a firm based in Windsor, CT. Michael has been in the financial services industry since October 11, 2004. Michael is registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 6, Series 99, and SIE license. Michael is also a registered representative of Voya Financial Partners, LLC.
SPECIALIZATIONS
No specializations listed.
Fairfield, CT
0 Disclosures
ADVISOR BIO
Michael Blank is a registered investment advisor representative with B. Riley Wealth Advisors, Inc. in Fairfield, Connecticut. Michael has been in the financial services industry since 2014. Michael has Series 66, SIE, and Series 7 registrations. Michael has worked with NFP Advisor Services, LLC, RSM US Wealth Management LLC, Washington Wealth Management, Stratos Wealth Advisors, LLC, and B. Riley Wealth Advisors, Inc. Michael specializes in working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. Michael also provides financial planning, pension consulting, educational seminars, and portfolio management services.
SPECIALIZATIONS
DANBURY, CT
28 Years Experience
0 Disclosures
ADVISOR BIO
Michael Taylor has been an active advisor in the financial industry since 1997. Michael is currently registered with Wells Fargo Clearing Services, LLC as a Registered Representative. Michael has experience in providing a wide range of advisory services, including portfolio management, financial planning and selection of other advisors for individual, corporate and institutional clients. Michael is a licensed advisor in Connecticut, Texas and several other states.
SPECIALIZATIONS
CANTON, CT
22 Years Experience
0 Disclosures
ADVISOR BIO
Michael Alfonse Baratta has been in the financial services industry since June 2002. Michael is currently registered with Fiscal Wisdom Wealth Management LLC. Michael is a registered representative of and an investment advisor representative for Fiscal Wisdom Wealth Management LLC. Michael holds Series 6, 7, 63 and 65 licenses. Michael is a Chartered Financial Consultant (ChFC). In addition to Fiscal Wisdom Wealth Management LLC, Michael has previously been employed by SECURIAN FINANCIAL SERVICES, INC., FIRST HEARTLAND CAPITAL, INC., CENTERRE CAPITAL LLC, QA3 FINANCIAL CORP., and FREEDOM FINANCIAL, INC.. Michael has a broad range of experience in the financial services industry, including portfolio management, financial planning, and insurance sales.
SPECIALIZATIONS
PLANTSVILLE, CT
16 Years Experience
0 Disclosures
ADVISOR BIO
Michael Sullivan is a financial professional with over 13 years of experience in the financial services industry. Michael is currently registered with Umergence LLC in Plantsville, CT. Prior to joining Umergence LLC, Michael was previously registered with DEMOPOLIS CAPITAL INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Michael holds the Series 7, 24, 53, and 63 securities licenses and the Series 65 investment advisor license.
SPECIALIZATIONS
No specializations listed.
STAMFORD, CT
14 Years Experience
0 Disclosures
ADVISOR BIO
Michael F. Pearson is a financial advisor with over 11 years of experience in the financial services industry. Michael is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Connecticut and Texas. Michael has previously worked at Fidelity Brokerage Services LLC in Fairfield, Connecticut. Michael holds a Series 3, 7, 9, 10 and 66 licenses. Michael is registered in 51 states and is active in both the Broker-Dealer and Investment Advisor space. Michael’s firm, Merrill Lynch, Pierce, Fenner & Smith Inc., is a large firm with over $1 trillion in assets under management. The firm specializes in providing a variety of financial services, including portfolio management, financial planning, and retirement planning.
SPECIALIZATIONS
BETHEL, CT
2 Years Experience
0 Disclosures
ADVISOR BIO
Michael John Csontos is a registered representative with PFS Investments Inc. in Bethel, CT. Michael has been in the financial services industry for over 2 years and has a Series 63, Series 65, Series 6TO, and SIE licenses. Michael specializes in providing portfolio management services for individuals.
SPECIALIZATIONS