Invested Better
Financial Advisors in Connecticut
11,410 Results
Unclaimed

Foreside Fund Services, LLC

location

Fairfield, CT

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Scott Edward Acheychek is a financial professional with over 16 years of experience in the industry. Scott is currently registered with Foreside Fund Services, LLC. Scott is a Series 7, Series 3, Series 63 and SIE licensed professional and holds active registrations in 53 states and the District of Columbia. Prior to joining Foreside Fund Services, LLC, Scott held positions with CITIGROUP GLOBAL MARKETS INC., AIG FINANCIAL SECURITIES CORP., and WACHOVIA CAPITAL MARKETS, LLC.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Charles Schwab & CO., Inc.

location

West Hartford, CT

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Scott Anthony Jeamel is a financial advisor with Charles Schwab & Co., Inc. Scott Jeamel has been in the financial industry since February 20, 1989. Scott Jeamel is a registered representative of Charles Schwab & Co., Inc. and an investment advisor representative of Charles Schwab & Co., Inc. Scott Jeamel has a Series 7, Series 63, Series 65, Series 8, Series 9, and Series 10 license. Scott Jeamel has been registered with the SEC since July 12, 1999. Scott Jeamel is a member of FINRA and SIPC. Scott Jeamel is also registered with the state of Texas as an investment advisor representative. Scott Jeamel specializes in providing financial planning and investment advice to individuals, businesses, and institutions. Scott Jeamel also specializes in retirement planning. Scott Jeamel is located in West Hartford, Connecticut.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM
Unclaimed

Guggenheim Investor Services, LLC

location

Darien, CT

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Scott Wellington is a financial advisor with Guggenheim Investor Services, LLC, located in Darien, CT. Scott is a Series 7 and Series 63 licensed professional. Scott has been in the industry since November 24, 2015.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Medallion Wealth Advisors, LLC

location

FARMINGTON, CT

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Scott Gregory Stevens is an investment advisor representative with Medallion Wealth Advisors, LLC. Scott has been in the financial services industry since 1992 and is registered with the state of Connecticut, Massachusetts, New Jersey, and Pennsylvania. Scott has a broad range of experience in the financial services industry and has worked with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. Scott is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

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

Intelligent Cross LLC

location

Stamford, CT

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Scott Michael Graczyk is a financial professional with over 20 years of experience in the industry. Scott currently works at Intelligent Cross LLC. Scott has previously worked at several other firms including NEOVEST TRADING, MARKETXT, INC., INSTINET CORPORATION, LEHMAN BROTHERS INC., TUCKER ANTHONY INCORPORATED and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Scott is a licensed General Securities Principal and has passed the Series 63, Series 7, Series 55 and SIE exams.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Natwest Markets Securities Inc.

location

STAMFORD, CT

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Scott Roose is a financial professional with over 20 years of experience in the industry. Scott is currently registered with Natwest Markets Securities Inc. Previously, Scott was registered with Credit Suisse Securities (USA) LLC and Donaldson, Lufkin & Jenrette Securities Corporation. Scott holds FINRA Series 7, 24, and 63 licenses and is registered in 49 states.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Prudential Annuities Distributors, Inc.

location

SHELTON, CT

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Scott Scheller is a financial professional with over nine years of experience in the industry. Scott is currently registered with Prudential Annuities Distributors, Inc. and is licensed in Pennsylvania. Prior to that, Scott was registered with PRUCO SECURITIES, LLC. and WADDELL & REED.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Empower Capital Management, LLC | CFA ® (Certifications)

location

Rocky Hill, CT

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Scott Johnson is a financial advisor with Empower Capital Management, LLC and has been in the industry since March 2008. Scott is a Chartered Financial Analyst and holds FINRA Series 6 and 63 licenses, as well as the Securities Industry Essentials (SIE) exam. Scott is currently registered in 53 states and the District of Columbia, and has previously worked with Prudential Investment Management Services LLC in Hartford, CT.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Investment Companies
INSURANCE COMPANY SEPARATE ACCOUNTS SERVICES PROVIDED TO NON QUALIFIED RETIREMENT PLAN SPONSORS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Voya Financial Partners, LLC

location

WINDSOR, CT

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Scott Pawlich is a financial advisor with Voya Financial Partners, LLC, based in Windsor, CT. Scott has been in the financial industry since July 19, 2001. Scott has a strong background in the financial industry, with prior experience at firms such as American Century Investment Services Inc., Prudential Investment Management Services LLC, OneAmerica Securities, Inc., Diversified Investors Securities Corp., and MML Investors Services, Inc. Scott holds the Series 66, SIE, and Series 7 licenses.

SPECIALIZATIONS

No specializations listed.

Unclaimed

MML Investors Services, LLC

location

SHELTON, CT

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Scott Panza is a registered representative of MML Investors Services, LLC. Scott has been in the financial industry since 2009 and is licensed to provide financial advice in 40 states. Scott has passed the Series 6, 7, 63 and 65 exams and has earned the SIE designation. Scott's primary business is focused on providing financial planning and asset allocation programs for individuals and businesses.

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

Need help matching

with the right advisor?