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Financial Advisors in Connecticut
11,410 Results
Unclaimed

Hedgeye Risk Management, LLC

location

STAMFORD, CT

0 Disclosures

ADVISOR BIO

Ryan Tucker is an investment advisor representative with Hedgeye Risk Management, LLC. Ryan is registered with the state of Connecticut. Ryan has been in the securities industry since June 2023. Ryan obtained his Series 65 license in August 2024.

SPECIALIZATIONS

RESEARCH
Publication of Financial Periodicals
Unclaimed

YHB Investment Advisors Inc.

location

WEST HARTFORD, CT

0 Disclosures

ADVISOR BIO

Ryan Coursey is an Investment Advisor Representative with YHB Investment Advisors Inc. Ryan has been in the financial industry for several years, and has experience at multiple firms. Ryan is currently registered with the state of Connecticut. Ryan specializes in portfolio management for individuals and has experience working with high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Ryan is also skilled in selection of other advisors and pension consulting.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
PARTICIPANT ACCOUNT MANAGEMENT
Unclaimed

Voya Financial Partners, LLC

location

WINDSOR, CT

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Hook is a financial advisor who is registered with Voya Financial Partners, LLC. Ryan has been in the industry since March 14, 2019. Ryan has successfully completed the Securities Industry Essentials Examination (SIE) and the Operations Professional Examination (Series 99TO).

SPECIALIZATIONS

No specializations listed.

Unclaimed

Franklin Distributors, LLC

location

STAMFORD, CT

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Davis is a financial professional with over 19 years of experience in the industry. Ryan is currently registered with Franklin Distributors, LLC in Stamford, Connecticut. Ryan has previously held positions at MORGAN STANLEY, CITIGROUP GLOBAL MARKETS INC., and LEGG MASON INVESTOR SERVICES, LLC. Ryan holds the Series 7, Series 66, Series 79TO, and SIE licenses.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Equitable Advisors, LLC

location

PLANTSVILLE, CT

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Andrew Gomez is a financial professional with over two years of experience in the financial services industry. Ryan is a registered representative with Equitable Advisors, LLC, a leading financial services firm, and holds the Series 63, SIE, and Series 6TO licenses. Ryan has previously worked with Allstate Financial Services, LLC, demonstrating their versatility and commitment to serving clients' financial needs. Ryan is dedicated to providing comprehensive financial planning and investment guidance to individuals and families in Connecticut and surrounding areas.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

HARTFORD, CT

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Shibles Bagley is a financial advisor with UBS Financial Services Inc. Ryan has been in the financial services industry since 1999. Ryan is registered as a Registered Representative and Investment Adviser Representative. Ryan is licensed in numerous states. Ryan has a strong background in financial planning, portfolio management, and pension consulting. Ryan is committed to providing clients with personalized financial advice and services to help them achieve their financial goals.

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
location

STAMFORD, CT

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Watson is a financial professional with over 13 years of experience in the industry. Ryan is currently registered with Jefferies LLC and has previously been registered with Jefferies High Yield Trading, LLC. Ryan holds a Series 7, Series 63, Series 79TO, and SIE license. Ryan's primary office is located in Stamford, Connecticut and he is also registered in New Jersey and New York.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Osaic Institutions, Inc.

location

MERIDEN, CT

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Sabina Vegiard is a financial advisor who has been working in the industry since October 15, 2010. Sabina is currently registered with Osaic Institutions, Inc. in Connecticut and Massachusetts. Sabina has a history of working with clients in a variety of capacities, including providing financial planning, portfolio management for individuals, and educational seminars. Sabina holds the Series 6, 7, 63 and 65 securities licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
SOLICITATION SERVICES FOR OTHER ADVISERS
Unclaimed

MML Investors Services, LLC

location

SHELTON, CT

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Sabra G. Donovan is an Investment Advisor Representative at MML Investors Services, LLC in Shelton, CT. Sabra Donovan has been in the industry since 1985. Sabra Donovan has passed the Securities Industry Essentials Examination, the Investment Company Products/Variable Contracts Representative Examination and the Uniform Securities Agent State Law Examination. Sabra Donovan's firm has offices in Shelton, CT, Springfield, MA and other locations. Sabra G. Donovan offers a variety of services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Greenwich, CT

0 Disclosures

ADVISOR BIO

Sabrina Sims Gordon is a financial advisor registered with J.P. Morgan Securities LLC in Greenwich, CT and has been in the industry since August 2024. Sabrina has passed the General Securities Representative Examination and the Securities Industry Essentials Examination. She also holds licenses in Colorado, District of Columbia, Florida, Louisiana, Maryland and Puerto Rico. Sabrina has experience working in financial services, real estate, and higher education.

SPECIALIZATIONS

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

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