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Financial Advisors in Connecticut
11,410 Results
Unclaimed

Connecticut Wealth Management, LLC | CFP ® (Certifications)

location

FARMINGTON, CT

0 Disclosures

ADVISOR BIO

Michael Daniel Fernandes is a financial advisor at Connecticut Wealth Management, LLC, located in Farmington, CT. Michael has been in the industry for over 10 years, and holds licenses for Series 6, 7, 63, and 66. Michael has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Michael is also a Certified Financial Planner. At Connecticut Wealth Management, LLC, Michael focuses on providing financial planning and portfolio management services.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
ASSETS UNDER ADVISEMENT
Unclaimed

Natwest Markets Securities Inc.

location

STAMFORD, CT

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Michael Langschultz is a registered representative with Natwest Markets Securities Inc. Michael's career in the financial services industry began on July 19, 2015. Michael is registered to sell securities in Connecticut. Michael has passed the General Securities Representative Examination (Series 7TO), the Securities Industry Essentials Examination (SIE), and the Operations Professional Examination (Series 99).

SPECIALIZATIONS

No specializations listed.

Unclaimed
location

Ridgefield, CT

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Michael Weiss is a registered representative with Morgan Stanley. Michael has been in the industry since December 2011 and is licensed in 40 states, including Connecticut, New Jersey, New York, and Texas. Michael has a strong track record of providing financial advice and investment management services to a wide range of clients, including individuals, families, businesses, and institutions. Michael holds the Series 3, Series 7, and Series 66 licenses. Michael has previously been employed with LORD ABBETT DISTRIBUTOR 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

MML Investors Services, LLC

location

Rocky Hill, CT

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Michael A. Morales is an active Registered Representative and Investment Advisor Representative, licensed with MML Investors Services, LLC and has been in the industry since June 3, 2012. Michael is registered in Arizona, California, Connecticut, Florida, Georgia, Indiana, Massachusetts, Michigan, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, and Vermont. Michael holds Series 6, 7, 63 and 66 licenses and the SIE exam. Michael also has experience with MSI Financial Services, Inc. Outside of Michael's role as a Registered Representative, Michael also provides insurance sales and group benefits.

SPECIALIZATIONS

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

Virtus Investment Advisers, Inc.

location

HARTFORD, CT

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Michael Resnick is a registered investment advisor representative associated with Virtus Investment Advisers, Inc. located in Hartford, CT. Michael has been in the industry since June 1, 2007. He has a series 66 license as well as Series 7 and SIE. Michael has been with Virtus since October 2011. Previously, he was registered with UBS Financial Services Inc. and MetLife Securities Inc. Michael has a history of working in the Hartford area.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Investment Companies
AN EMPLOYEE OF AN AFFILIATE IS CONTRACTED W/ CNBC MEDIA AS HOST OR GUEST PROVIDING MARKET COMMENTARY.
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Osaic Wealth, Inc.

location

ROCKY HILL, CT

experience

39 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Connery is a financial professional with over 30 years of experience in the financial services industry. Michael is currently registered with Osaic Wealth, Inc., and holds a Series 6, Series 63, Series 65, and SIE license. Michael previously held positions at SIGNATOR INVESTORS, INC. and JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY. Michael's career has been marked by a strong commitment to providing comprehensive financial advice to clients.

SPECIALIZATIONS

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

Virtus Capital Markets LLC

location

STAMFORD, CT

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Michael Laporte Nagle is a registered representative with Virtus Capital Markets LLC. Michael has been working in the securities industry since July 7, 2011 and is currently registered in 8 states. Michael previously worked at BEDROK SECURITIES LLC, BROWNSTONE INVESTMENT GROUP, LLC, MORGAN STANLEY and CHAPDELAINE TULLETT PREBON, LLC. Michael's primary registration is with FINRA and is currently in active status.

SPECIALIZATIONS

No specializations listed.

Unclaimed
location

Hartford, CT

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Michael Jensen Fenn is a financial advisor with Morgan Stanley, a leading global financial services firm. Michael is registered with the state of Connecticut and Texas, and holds the Series 6, 7, and 66 licenses as well as the SIE exam. Michael has been working in the financial industry since December 2011 and has previously been associated with VOYA FINANCIAL ADVISORS, INC. and ING FINANCIAL ADVISERS, LLC. Michael specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, corporations, and other entities.

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

Lincoln Investment

location

HARTFORD, CT

experience

49 Years Experience

0 Disclosures

ADVISOR BIO

Michael Jerome Howard is a financial advisor who has been working in the industry since 1976. Howard is currently registered with Lincoln Investment and Capital Analysts. Howard's previous employers include Main Street Management Company, American Financial Equities Corporation, Integrated Resources Equity Corporation, and Mark Securities, Inc. Howard has a variety of licenses and registrations, including Series 7, 24, 27, 63, 99TO, and SIE. Howard is also a co-member of Howard Brothers Holding Co. LLC and a co-president of Howard Financial and Associates PLLC. Howard provides financial planning, selection of other advisors, and portfolio management services for businesses and individuals.

SPECIALIZATIONS

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

Trendhaven Investment Management, LLC

location

FAIRFIELD, CT

0 Disclosures

ADVISOR BIO

Michael Choniski is an Investment Advisor Representative associated with Trendhaven Investment Management, LLC, located in Fairfield, CT. Michael has been in the industry since June 2013 and is registered with the state of Connecticut and New York. The firm provides advisory services including financial planning and portfolio management for individuals. Michael also provides business planning and development services outside of the firm.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals

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