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Financial Advisors in Connecticut
11,410 Results
Unclaimed

UBS Financial Services Inc.

location

HARTFORD, CT

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Robert Cusano is an investment advisor representative with UBS Financial Services Inc.. Robert is a registered investment advisor in 30 states and has been in the industry since February 22, 2001. Robert has earned several industry certifications, including Series 66, Series 7 and SIE. Robert is also a licensed real estate broker.

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

18 Years Experience

0 Disclosures

ADVISOR BIO

Robert Rose is a financial professional with over 16 years of experience in the industry. Robert is currently registered with Park Avenue Securities LLC in FARMINGTON, CT. Robert has a Series 6, Series 63, and SIE license. Robert has been registered with the state of Connecticut since 5/2/2012 and has a total of 6 state registrations. Robert has experience with MML Investors Services, LLC where they were registered from 6/21/2006 to 12/31/2011. Robert specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning, and Educational Seminars.

SPECIALIZATIONS

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

Cigna Benefits Financing, Inc.

location

BLOOMFIELD, CT

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Robert Skripol is an active financial advisor with over 25 years of experience in the financial services industry. Robert Skripol is currently registered with Cigna Benefits Financing, Inc. in Bloomfield, Connecticut and holds FINRA Series 6, 7, 26 and 63 licenses as well as SIE and Series 99TO exams. Robert Skripol was previously registered with Westport Financial Services, L.L.C. in Bloomfield, Connecticut and Prudential Retirement Brokerage Services, Inc. in Hartford, Connecticut.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Interactive Brokers LLC

location

GREENWICH, CT

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Robert John Treacy is a financial professional with Interactive Brokers LLC, a firm headquartered in Greenwich, CT. Robert John Treacy is a Series 27 Financial and Operations Principal and has been in the industry since November 2018.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Capital ONE Securities, Inc.

location

Stamford, CT

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Robert Douglas Gaynor is a financial advisor at Capital ONE Securities, Inc. Robert has over 20 years of experience in the financial services industry. Robert holds Series 7, 24, 63, 79TO, and SIE licenses and is registered in 11 states, including California, Connecticut, Florida, Illinois, Louisiana, Maryland, Massachusetts, New York, Pennsylvania, Texas, and Virginia. Robert previously worked at Madison Williams and Company, SMH Capital Inc., Oppenheimer & Co. Inc., CIBC World Markets Corp., Friedman, Billings, Ramsey & Co., Inc., Deutsche Bank Securities Inc., Banc of America Securities LLC, and Hambrecht & Quist LLC.

SPECIALIZATIONS

No specializations listed.

Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

WEST HARTFORD, CT

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Robert Langweil is a financial advisor with LPL Financial LLC. Robert has over 25 years of experience in the financial services industry. Robert has a wide range of experience and licenses, including Series 7, Series 63, and Series 65. Robert is also a Certified Financial Planner. Robert is registered to offer investment advice in 27 states and the District of Columbia. Robert previously worked with Waddell & Reed and Merrill Lynch. Robert's office is located in West Hartford, CT.

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

Empower Financial Services, Inc.

location

Hartford, CT

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Robert Lambrecht is a financial advisor with over 4 years of experience in the industry. He is currently registered with Empower Financial Services, Inc. in Connecticut. Robert holds the Series 6, Series 63, and SIE licenses. He previously worked for Prudential Investment Management Services LLC in Hartford, Connecticut.

SPECIALIZATIONS

No specializations listed.

Unclaimed

BCW Securities LLC

location

WESTPORT, CT

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Robert Edward Akeson is a financial advisor who is currently registered with BCW Securities LLC. Robert has been in the financial industry since 1998 and holds multiple licenses and certifications, including Series 7, 10, 24, 63, 79TO, 99TO, and SIE. Robert has a broad range of experience in the financial industry, having worked with a variety of firms, including Mirae Asset Securities (USA) Inc., Industrial and Commercial Bank of China Financial Services LLC, Du Pasquier & Co., Inc., Meridian Equity Partners, Inc., Weiss Investment Management Services, LLC, Neuberger Berman, LLC, and Morgan Stanley & Co., Incorporated. In addition to his experience, Robert is also a registered representative in both Connecticut and New York.

SPECIALIZATIONS

No specializations listed.

Unclaimed

RBC Capital Markets, LLC | CFP ® (Certifications)

location

HARTFORD, CT

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Robert Moquin is a financial advisor currently registered with RBC Capital Markets, LLC. Robert has been in the financial industry since July 2005. Robert has held previous positions with MORGAN STANLEY and CITIGROUP GLOBAL MARKETS INC.. Robert provides financial planning and portfolio management services to individuals, families, businesses, and institutions. Robert is a Certified Financial Planner.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Natwest Markets Securities Inc.

location

Redding, CT

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Robert Busby is a financial professional with over 14 years of experience in the securities industry. He has a broad range of experience and is currently registered with Natwest Markets Securities Inc.. Robert is licensed to provide investment advice in 49 states and the District of Columbia. His expertise includes investment banking and securities trading. Robert is a Series 24, 63, 79TO and SIE licensed professional and has held prior registrations for Series 17.

SPECIALIZATIONS

No specializations listed.

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