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Financial Advisors in Connecticut
11,410 Results
Unclaimed
location

Stamford, CT

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Michael Orourke is a registered representative with Jonestrading. Michael has been in the securities industry since 1998. Michael holds Series 3, 7, 55, 57, and SIE licenses. Michael is registered in California, Connecticut, Florida, Georgia, Massachusetts, New Jersey, New York, Oregon, and Texas. Michael was previously registered with BTIG, LLC, Labranche Financial Services, Inc., Assent LLC, Spear, Leeds & Kellogg, L.P., and Alexander, Wescott, & Co., Inc.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Mutual OF America Securities LLC

location

GLASTONBURY, CT

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Michael Black is a financial professional with Mutual of America Securities LLC. Michael has been in the industry since 2022. Michael holds the Series 63, Series 6TO, Series 99TO and SIE licenses. Michael is registered in Connecticut and Massachusetts.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Franklin Distributors, LLC

location

STAMFORD, CT

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Michael Andrulis is a financial advisor at Franklin Distributors, LLC, a registered investment advisor. Michael has been in the financial services industry since August 13, 2015 and is registered in 19 states. Michael holds the Series 6, Series 7, Series 63, and SIE licenses.

SPECIALIZATIONS

No specializations listed.

Unclaimed
location

WATERBURY, CT

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Michael Spiro Kouromihelakis is a financial advisor in Waterbury, CT, and has been in the industry since 2009. Michael is currently registered with LPL Financial LLC and has held previous registrations with CUNA Brokerage Services, Inc., LPL FINANCIAL LLC, VOYA INVESTMENTS DISTRIBUTOR, LLC, HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. and HARTFORD EQUITY SALES COMPANY INC. Michael has a Series 6, 7, 63, 65, and SIE licenses. Michael's specialties include portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars, and selection of other advisors. Michael also provides consulting and other non-discretionary advisory services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Milestone Asset Management Group, LLC

location

AVON, CT

0 Disclosures

ADVISOR BIO

Michael Mezheritskiy is an investment advisor representative with Milestone Asset Management Group, LLC. Michael has been in the industry since 2000. Michael is registered with the state of Connecticut and New York. Michael has a Series 6, 7, 63, and 65. Michael specializes in Financial Planning, Portfolio Management for Individuals, and Selection of Other Advisers. Michael is also the Host and Writer for the podcast "Fresh Perspective Planning" which may cover certain financial topics but is designed to be general in nature.

SPECIALIZATIONS

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

Allstate Financial Services, LLC

location

Plainfield, CT

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Michael Skaling is a financial advisor with Allstate Financial Services, LLC, with over eight years of experience in the industry. Michael holds Series 6 and 63 securities licenses and has been registered with the state of Connecticut since 2014. Michael's current registration also includes New Hampshire and Rhode Island. Michael is also licensed to sell variable contracts.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Prime Capital Financial | CFC ® (Certifications)

location

Milford, CT

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Michael Del re is a financial advisor with over 27 years of experience in the industry. Michael is currently registered with Prime Capital Financial, and has been with the firm since December 2021. Michael is also registered with the following states: Alabama, Arizona, Connecticut, Florida, Hawaii, Massachusetts, New Hampshire, New York, North Carolina, Rhode Island, South Carolina, Texas and Virginia. In addition to his current role with Prime Capital Financial, Michael has also held positions with Cambridge Investment Research, Inc. and Multi-Financial Securities Corporation. Michael has a strong background in financial planning, portfolio management, and retirement planning. Michael holds a Series 6, Series 63, and Series 65 license, and 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
QUALIFIED RETIREMENT PLAN SERVICES, CONSULTING SERVICES, CO-ADVISORY, SELECTION OF SUB-ADVISORS
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

MADISON, CT

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael John Deskin is a financial advisor with Morgan Stanley, with over 29 years of experience in the financial industry. Michael John Deskin is registered with the state of Connecticut and Texas. Michael John Deskin has been with Morgan Stanley since June of 2009. Prior to that, Michael John Deskin was with MORGAN STANLEY & CO. INCORPORATED and MORGAN STANLEY DW INC. Michael John Deskin specializes in financial planning, portfolio management, and asset allocation advice. Michael John Deskin is also a registered representative of Morgan Stanley Smith Barney LLC.

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

Equitable Advisors, LLC

location

BROOKFIELD, CT

experience

46 Years Experience

0 Disclosures

ADVISOR BIO

Michael Taguiam is a financial advisor currently registered with Equitable Advisors, LLC. Michael has been in the industry since August 1979. Michael's previous experience includes The Equitable Life Assurance Society of the United States. Michael has offices in Brookfield, CT. Michael has licenses to provide investment advisory services in Connecticut, Florida, New Jersey, New York, and North Carolina. Michael has a Series 66 license, Series 6TO, Series 22TO, Series 7, and Series 1 licenses. Michael's experience and licenses allows Michael to offer a wide range of financial services to individuals, corporations, and retirement plans.

SPECIALIZATIONS

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

PFS Investments Inc.

location

WATERBURY, CT

experience

11 Years Experience

disclosure

11 Disclosures

ADVISOR BIO

Michael Alexis Perez is a financial professional with PFS Investments Inc. Michael has been in the industry since February 18, 2014 and is registered in Connecticut, Nebraska, and New York. Michael is licensed to sell variable contracts and holds Series 6 and Series 63 licenses. Michael is also qualified to conduct business under the Securities Industry Essentials Examination (SIE). Michael is an Investment Adviser Representative with PFS Investments Inc.

SPECIALIZATIONS

Portfolio Management for Individuals

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