ADVISOR BIO

Robert Santino Paolucci is a financial advisor with Principle Wealth. Robert has been in the financial industry since 2001. Robert is a Certified Financial Planner™ professional and holds the Series 7, Series 9, Series 63 and Series 66 licenses. Robert specializes in providing wealth management services, financial planning, and pension consulting to individuals, families, and small businesses. Robert is also a registered investment advisor representative in the state of Connecticut and Texas. Prior to joining Principle Wealth, Robert was a Registered Representative at Essex Financial Services, Inc.

SPECIALIZATIONS

ADVISOR BIO

Robert James Lee is a financial advisor with over 24 years of experience in the financial services industry. Robert is currently registered with New Edge Wealth in Stamford, CT, and Coral Gables, FL. He is also registered with the following states: California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, Texas, Virginia, Washington, and Wisconsin. Robert has a Series 7 and Series 66 license and specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and institutions. Robert is a valuable resource for clients seeking to achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Robert Arena is a financial professional with over 25 years of experience in the securities industry. Robert has a broad range of experience, having worked for firms such as Hartford Investment Financial Services, LLC, Hartford Securities Distribution Company, Inc., and Hartford Equity Sales Company Inc. Robert currently works for Global Atlantic Distributors, LLC. Robert is licensed to conduct business in all 50 states.

SPECIALIZATIONS

ADVISOR BIO

Robert Baptist is a financial advisor with LPL Financial LLC, a leading independent broker-dealer and financial advisory firm. Robert has been in the financial services industry since 1987. Robert holds the Series 3, 7, 24, 63, and 65 licenses. Robert specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses.

SPECIALIZATIONS

ADVISOR BIO

Robert Paul Iannazzo is a financial advisor with Commonwealth Financial Network. Robert has been a registered investment advisor representative since June 2009. Robert also worked for Morgan Stanley for nine years. Robert has experience providing financial planning, portfolio management for individuals and businesses, and pension consulting. Robert is also licensed to sell fixed insurance. He holds a Series 7, Series 63, and Series 65 license.

SPECIALIZATIONS

ADVISOR BIO

Robert Wardlaw is a financial professional with over six years of experience in the securities industry. Robert is currently registered with Natwest Markets Securities Inc. in Connecticut. Robert has passed several industry exams, including Series 3, 7, 24, 4, 63, SIE, and 99TO. Robert has previously been registered with National Bank of Canada Financial Inc., CIBC World Markets Corp., and RBS Securities Inc.

SPECIALIZATIONS

ADVISOR BIO

Robert Shohet is a financial advisor with over 30 years of experience in the industry. Robert has a strong background in financial planning, portfolio management, and insurance. He has been a registered investment advisor in Connecticut since 1998. Robert holds Series 4, 7, 24, 27, 63 and 65 licenses and is also a Chartered Financial Consultant. Robert currently works at RLS Financial Group, Inc. and has previously worked at Great American Advisors, Inc., PMG Securities Corporation, Guardian Investor Services Corporation, American Express Financial Advisors Inc. and IDS Life Insurance Company. He is a financial consultant serving individuals, high-net-worth individuals, pension plans, and other businesses. Robert's experience and qualifications are a valuable asset to his clients.

SPECIALIZATIONS

ADVISOR BIO

Robert Charles Dewaele is a registered investment advisor representative with Morgan Stanley, headquartered in Westport, Connecticut. Robert Charles Dewaele has been in the financial services industry for over 4 years, focusing on helping clients achieve their financial goals. Robert Charles Dewaele is a dedicated professional with a proven track record of success in the financial services industry. Robert Charles Dewaele has passed the Series 66, Series 7TO and SIE exams and holds active registrations in Connecticut and Texas, as well as other states. Robert Charles Dewaele provides a variety of financial services, including investment management, financial planning, and portfolio management for individuals, businesses, and investment companies.

SPECIALIZATIONS

ADVISOR BIO

Robert Norman Roy is an active investment advisor representative. Robert has over 16 years of experience in the financial services industry. Robert currently holds a Series 66 and Series 7 licenses. Robert also has a Series 24 and Series 51 license. Robert's current firm is Somnio Financial Group, LLC and their main office is located in Glastonbury, Connecticut. Prior to joining Somnio Financial Group, LLC, Robert worked at NEXT FINANCIAL GROUP, INC. and Ameriprise Financial Services, Inc. Robert provides financial planning and portfolio management services to individuals and high-net-worth individuals.

SPECIALIZATIONS

ADVISOR BIO

Robert Edward Alter is a financial professional with over 25 years of experience in the securities industry. Robert has a Series 7, Series 63, and Series 24 license and has been registered with Natwest Markets Securities Inc. since March 31, 2006. Previously, Robert worked for Barclays Capital Inc., BNP Paribas Securities Corp., Provident Advisers, Inc., and Hill Thompson Magid & Co Inc. Robert is registered in Connecticut.

SPECIALIZATIONS