Invested Better
Financial Advisors in Connecticut
11,410 Results
Unclaimed

Wharton Midmarket Investment Advisors Inc.

location

WOODBRIDGE, CT

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Paul Harrigan is an investment advisor representative with Wharton Midmarket Investment Advisors Inc. in Woodbridge, CT. Paul has been in the industry since 2012 and has experience in various financial services areas including investment banking and management consulting. Paul has a Series 7, Series 24, Series 52, Series 53, Series 63, Series 66, and Series 99TO. Paul is registered with the state of Connecticut and Florida.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

HARTFORD, CT

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Paul Brewer is an investment advisor representative registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Paul has been in the financial services industry for over 10 years and has a broad range of experience, including expertise in portfolio management and financial planning. Paul is dedicated to providing clients with personalized financial guidance and helping them reach their financial goals.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Voya Financial Partners, LLC

location

WINDSOR, CT

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Paul David Uveges is an investment advisor representative with Voya Financial Partners, LLC. Paul has been in the securities industry since August 8, 2007. Paul is registered with the state of Connecticut and holds the Series 6, Series 26, and Series 63 licenses. Paul was previously employed with MML Distributors, LLC, Hartford Securities Distribution Company, Inc., and Hartford Equity Sales Company Inc.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Greenwich Wealth Management, LLC | CFA ® (Certifications)

location

GREENWICH, CT

0 Disclosures

ADVISOR BIO

Paul Lynch is a registered Investment Advisor Representative in the state of Connecticut. He is affiliated with Greenwich Wealth Management, LLC. Paul has been in the industry since 2008 and has a designation as a Chartered Financial Analyst. Paul Lynch's specialties include Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Financial Planning, Pension Consulting, Selection of Other Advisers.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
GWM HAS EXECUTED A PORTFOLIO MANAGER LICENSING AGREEMENT WITH COVESTOR LIMITED. COVESTOR LIMITED (DOING BUSINESS AS INTERACTIVE
Portfolio Management for Pooled Investment Vehicles
Unclaimed

LPL Financial LLC

location

NEW HAVEN, CT

experience

24 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Paul Schott is a financial advisor with LPL Financial LLC. Paul has been in the financial services industry since 2001 and has a broad range of experience, having worked with Edward Jones, Pruco Securities, LLC, and other firms. Paul is a registered representative and investment advisor representative and holds Series 7, 24, 53, 63, and 65 licenses. Paul specializes in financial planning, portfolio management, and consulting. Paul is committed to providing his clients with personalized and comprehensive financial advice.

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

Oppenheimer & Co. Inc.

location

STAMFORD, CT

experience

38 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Paul Colligan is an investment advisor representative with Oppenheimer & Co. Inc. Paul has been in the industry since May 1, 1987 and has experience with both individuals and businesses. Paul has a strong background in financial planning, portfolio management, and pension consulting. Paul is registered with the state of Connecticut, New York, and Texas. Paul currently works out of Oppenheimer & Co. Inc.'s office in Stamford, Connecticut.

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

UBS Financial Services Inc.

location

HARTFORD, CT

experience

29 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Paul David Sapiro is a financial advisor with UBS Financial Services Inc. based in HARTFORD, CT. Paul David Sapiro has over 26 years of experience in the financial services industry. Paul David Sapiro is registered with FINRA and has a Series 7, Series 3, Series 63, Series 65, Series 8, Series 9, Series 10, and SIE licenses. Paul David Sapiro has also passed the Uniform Investment Adviser Law Examination and the Uniform Securities Agent State Law Examination. Prior to joining UBS Financial Services Inc., Paul David Sapiro worked for MORGAN STANLEY SMITH BARNEY, CITIGROUP GLOBAL MARKETS INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

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

Park Avenue Securities LLC

location

FARMINGTON, CT

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Paul Worgaftik is a financial advisor with Park Avenue Securities LLC, registered in 24 states. Paul has been in the industry since 2019 and specializes in Financial Planning, Portfolio Management for Individuals and Portfolio Management for Businesses. Paul works out of a branch office in Farmington, CT.

SPECIALIZATIONS

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

Voya Investments Distributor, LLC

location

WINDSOR, CT

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Paul Irvine is a financial advisor with Voya Investments Distributor, LLC. Paul has been in the industry since 2009. He is licensed to provide financial services in Connecticut. Paul holds a Series 7 and SIE license. Paul is currently registered with FINRA. His office is located at One Orange Way in Windsor, Connecticut.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Voya Financial Partners, LLC

location

WINDSOR, CT

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Paul John Reale is a financial advisor at Voya Financial Partners, LLC and has been in the industry since June 19, 2016. Paul John Reale is registered with FINRA and holds the Series 6, Series 63, and SIE licenses. Paul John Reale has been with Voya Financial Partners, LLC since December 27, 2016. Paul John Reale was previously registered with People's Securities, Inc. in Rocky Hill, Connecticut from June 15, 2015, to December 21, 2015.

SPECIALIZATIONS

No specializations listed.

Need help matching

with the right advisor?