Invested Better
Financial Advisors in Connecticut
11,410 Results
Unclaimed

Charles Schwab & CO., Inc.

location

West Hartford, CT

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Antonio Rafael Alves is a financial advisor with over 7 years of experience in the industry. Antonio is currently registered with Charles Schwab & Co., Inc. and previously worked at LPL Financial LLC, Triad Advisors LLC, Key Investment Services LLC, and Prudential Annuities Distributors, Inc. Antonio holds Series 6, 7TO, 63, and 65 licenses. Antonio specializes in Portfolio Management for Individuals and Financial Planning.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM
Unclaimed

Citigroup Global Markets Inc.

location

Stamford, CT

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Antonio Benedicto is a registered representative of Citigroup Global Markets Inc. Antonio has been in the industry since 2016. Antonio holds the Series 66, Series 7 and SIE licenses. Antonio is registered in 35 states for securities and investment advisory services. Antonio has a background in financial planning and portfolio management for both individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed

PFS Investments Inc.

location

MILFORD, CT

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Antonio Guerrero is a financial professional with PFS Investments Inc. Antonio has been in the financial services industry for over 6 years. Antonio holds the Series 6, Series 63 and SIE licenses. Antonio is registered with FINRA and the state of New York. Antonio is located in Milford, CT.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Citigroup Global Markets Inc.

location

GREENWICH, CT

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Antonio Mora is an investment advisor representative at Citigroup Global Markets Inc., and has been in the financial industry since 2022. Antonio has a combined state law exam license and holds the Series 31, Series 7TO, and SIE securities exams. Antonio has specializations in asset allocation advice, financial planning, pension consulting, publication of periodicals, and the selection of other advisers. Antonio is also registered in Florida.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed

J.p. Morgan Securities LLC

location

GREENWICH, CT

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Antonio Vincent Solon is a registered representative with J.p. Morgan Securities LLC, located in Greenwich, CT. Antonio has been active in the financial industry since March 2023 and holds the Series 63, Series 6TO and SIE licenses. Antonio is registered in Connecticut, New Jersey and New York.

SPECIALIZATIONS

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

Brean Capital, LLC

location

DARIEN, CT

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Antonio G Blasetti is a financial advisor registered with Brean Capital, LLC and has been in the industry since 2011. Antonio is licensed in 16 states and has passed the Series 7, Series 63, and SIE exams. Antonio previously worked at KEYBANC CAPITAL MARKETS INC. and BREAN CAPITAL, LLC.

SPECIALIZATIONS

No specializations listed.

Unclaimed

LPL Financial LLC

location

WATERBURY, CT

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Antonio Americo Ciocca is a financial advisor registered with LPL Financial LLC and Institutional Investment Consulting (IIC). Antonio has been in the financial services industry since 1997. Antonio has an active registration as a Registered Representative in Connecticut and Virginia. Antonio is also an active Investment Advisor Representative in Connecticut, Louisiana and Washington, D.C. Antonio's primary office is located in Naugatuck, CT and his current registrations are in Connecticut, Louisiana and Washington, D.C. Antonio has a Series 7, Series 24, Series 63 and Series 65.

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

Talcott Resolution Distribution Company, Inc.

location

Hartford, CT

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Antonio Rosa is a financial professional with Talcott Resolution Distribution Company, Inc. in Hartford, CT. Antonio has been in the industry for over 5 years and holds the Series 27, Series 99TO and SIE licenses. Antonio's focus is on providing comprehensive financial guidance and services to individuals and families in the Hartford area.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Philosmith Securities LLC

location

STAMFORD, CT

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Anurag Sanjay Pandey is a financial professional who is registered with Philosmith Securities LLC. Anurag has been working in the financial services industry since April 10, 2023. Anurag has passed the Series 63, Series 79TO, and SIE exams. Anurag is registered in Connecticut.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Empower Financial Services, Inc.

location

Hartford, CT

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

April Lynn Da Silva is a financial professional affiliated with Empower Financial Services, Inc.. April has been in the financial services industry since May 16, 2021. April has passed the Investment Company Products/Variable Contracts Representative Examination and the Securities Industry Essentials Examination.

SPECIALIZATIONS

No specializations listed.

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