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Financial Advisors in Connecticut
11,410 Results
Unclaimed

Franklin Distributors, LLC

location

STAMFORD, CT

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Rosaria Bueti is a financial advisor registered with Franklin Distributors, LLC. Rosaria has been in the financial services industry since 2008. Rosaria has passed the Series 7, Series 63, and SIE exams. Rosaria is currently registered in Connecticut. Rosaria has previous experience working with Legg Mason Investor Services, LLC.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Raymond James Financial Services Advisors, Inc.

location

Middletown, CT

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Rosario Pulino is an Investment Advisor Representative with Raymond James Financial Services Advisors, Inc.. Rosario Pulino has been working in the financial services industry since 1998. Rosario Pulino is licensed to provide financial advice in Connecticut, Virginia, Florida, Alabama, Maryland, Pennsylvania, South Carolina, and Massachusetts. Rosario Pulino is also registered with FINRA and the Securities and Exchange Commission. Prior to Raymond James Financial Services Advisors, Inc., Rosario Pulino worked for UVEST FINANCIAL SERVICES GROUP, INC. and WEBSTER INVESTMENT SERVICES, INC.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

GREENWICH, CT

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Rosario Mannino is a financial advisor at Ameriprise Financial Services, LLC in Greenwich, CT. Rosario has over 30 years of experience in the financial services industry, having worked previously at Ameriprise Advisor Services, Inc., W.J. Nolan & Company, Inc., and J. Gregory & Company, Inc. Rosario is registered with FINRA and has a Series 7, 9, 10, 24, 63, and 65 license. Rosario provides a variety of services to individuals and businesses, including financial planning, asset allocation, portfolio management, and pension consulting. Rosario's specializations include retirement planning, education planning, estate planning, and insurance.

SPECIALIZATIONS

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

VP Distributors LLC

location

HARTFORD, CT

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Rose Christine Geomelos is a financial professional with over 20 years of experience in the industry. Currently, Rose is registered with VP Distributors LLC, which has its main office located in HARTFORD, CT. Rose has previously held positions at Fidelity Brokerage Services LLC, National Financial Services LLC, and Fidelity Investments Institutional Services Company, Inc., all of which are also located in the Northeast. Rose is a Series 6, 7, 24, and 63 licensed representative and has also passed the SIE exam. Rose's experience and qualifications can provide valuable insight and guidance to help clients meet their financial goals.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Voya Financial Advisors, Inc.

location

WINDSOR, CT

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Rose Marie Kmita is a financial advisor with over 20 years of experience in the industry. Rose Marie is currently registered with Voya Financial Advisors, Inc. and Voya Financial Partners, LLC. Rose Marie has a Series 6, Series 26 and SIE licenses, as well as experience in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Rose Marie's current employment began in November 2010 with Voya Financial Advisors, Inc. and 1999 with Voya Financial Partners, LLC.

SPECIALIZATIONS

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

Sovereign Financial Group, Inc.

location

STAMFORD, CT

disclosure

1 Disclosures

ADVISOR BIO

Rosemary Taverna is a registered Investment Advisor Representative associated with Sovereign Financial Group, Inc. in Stamford, CT. Rosemary has been in the financial industry since 1984, and has a deep understanding of the needs of high-net-worth individuals, families and businesses. Rosemary is known for her personalized approach to financial planning and her commitment to helping clients achieve their financial goals. Rosemary is passionate about educating clients on financial matters and working with them to create a customized plan that meets their unique needs.

SPECIALIZATIONS

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

State Farm VP Management Corp.

location

Middlefield, CT

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Rosemary Butler is a financial advisor who has been in the industry since 2000. Rosemary is registered with State Farm VP Management Corp. and holds Series 6, Series 63, and SIE licenses. Rosemary is registered in Connecticut and New Jersey.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Greenwich Capital Partners, LLC

location

GREENWICH, CT

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Roshan Kansagra is a financial professional with over 15 years of experience in the industry. Roshan is currently registered with Greenwich Capital Partners, LLC in Greenwich, CT. Prior to this, Roshan was employed at Pickwick Capital Partners, LLC in White Plains, NY, BNP Paribas Securities Corp. in New York, NY and Barclays Capital Inc. in New York, NY. Roshan holds the Series 7, Series 24, Series 63, Series 79, and SIE licenses.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Commonwealth Financial Network

location

Cromwell, CT

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Roslyn Lamoureux Scheid is a financial advisor with Commonwealth Financial Network. Roslyn has been in the financial industry since 1987. Roslyn has a wide range of experience, including working for VOYA FINANCIAL PARTNERS, LLC, VOYA FINANCIAL ADVISORS, INC., and AETNA LIFE INSURANCE AND ANNUITY COMPANY. Roslyn is registered in Connecticut as a broker and advisor and offers a wide range of services, including financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and selection of other advisors.

SPECIALIZATIONS

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

Tiaa-Cref Individual & Institutional Services, LLC

location

Simsbury, CT

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Ross Abbott is a financial advisor with over 23 years of experience in the financial services industry. Ross is currently registered with TIAA-CREF Individual & Institutional Services, LLC and has a Series 6, 7, 24, 26 and 66. Ross has also been registered with VOYA FINANCIAL ADVISORS, INC., ING FINANCIAL ADVISERS, LLC, DIRECTED SERVICES LLC and PRUCO SECURITIES CORPORATION. Ross's areas of specialization include Financial Planning, Portfolio Management for Individuals and Selection of Other Advisers.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals

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