Invested Better
Financial Advisors in Connecticut
11,410 Results
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

GUILFORD, CT

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Scott Allen Staschke is a financial advisor at LPL Financial LLC. Scott has been working in the financial industry since 2000 and has a diverse background. Scott has held previous positions at ROYAL ALLIANCE ASSOCIATES, INC., METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Scott holds Series 4, 7, 24, 52TO, 53, and 63 licenses. Scott also holds the Certified Financial Planner designation. Scott currently provides financial planning and consulting services to individuals, businesses, and charitable organizations.

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

Alliancebernstein LP

location

Stamford, CT

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Scott Nevins is an investment advisor representative at Alliancebernstein LP. Scott has been in the securities industry since December 29, 2005. Scott is registered with the state of Connecticut and also holds registrations for a variety of other states. Scott has passed several industry exams including the Series 66, Series 31, and Series 7 exams.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
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

ASL Capital Markets Inc.

location

STAMFORD, CT

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Scott Campbell is a financial advisor with ASL Capital Markets Inc. Scott has been in the industry since January 16, 2016. Scott is registered with FINRA and is licensed to sell securities in multiple states. Scott has passed the Series 7, Series 99, and SIE exams. Scott has experience in the financial services industry, previously working at CRT Capital Group LLC.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Park Avenue Securities LLC | CFC ® (Certifications)

location

AVON, CT

experience

35 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Scott Kieper has over 30 years of experience in the financial services industry. Scott is a Registered Representative with Park Avenue Securities LLC and is licensed in multiple states. Scott offers financial planning and investment management services to individuals and businesses. Scott is a Chartered Financial Consultant, and has held prior roles with Guardian Investor Services Corporation. Scott has a diverse background in financial services and has been a leader in the industry.

SPECIALIZATIONS

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

VP Distributors LLC

location

HARTFORD, CT

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Scott Mcbride Sample is a financial advisor with VP Distributors LLC. Scott holds the Series 3, Series 7, Series 24 and Series 63 licenses, along with the SIE exam. He previously worked at Natixis Distribution, LLC, Quasar Distributors, LLC and John Hancock Investment Management Distributors LLC. Scott has been in the financial services industry since March 20, 2018.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

STAMFORD, CT

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Scott Beausire Linke is an active investment advisor representative, registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Scott has been in the industry since 1992. Scott is a registered representative with the state of Connecticut, Maryland, and Texas. Scott also has a series 7, series 63 and series 65 license. Scott has held previous registrations with F.N. WOLF & CO., INC. and has been employed at Merrill Lynch, Pierce, Fenner & Smith Inc. since 1992. Scott provides portfolio management services to a variety of clients including individuals, corporations, and institutions.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Horace Mann Investors, Inc.

location

Wethersfield, CT

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Scott Taschner is a registered representative with Horace Mann Investors, Inc. Scott has been in the industry since March 2015 and has a Series 6, Series 63, and SIE licenses. Scott is located at 78 Beaver Road, Suite H in Wethersfield, CT.

SPECIALIZATIONS

Selection of Other Advisors
Unclaimed

Vision Financial Markets LLC

location

STAMFORD, CT

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Scott Jakubowicz is a financial professional with Vision Financial Markets LLC, a firm with offices in Stamford, CT. Scott has worked in the financial industry for over two years, specializing in a range of financial products and services. Scott holds the Series 7, Series 24, and Series 57TO licenses, demonstrating expertise in securities trading, general securities, and securities trading operations.

SPECIALIZATIONS

No specializations listed.

Unclaimed
location

Westport, CT

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Scott Drever is a financial advisor with over 20 years of experience in the industry. Scott is currently registered with Morgan Stanley and has been with the firm since 2009. Prior to that, Scott was with UBS Financial Services Inc. for over five years. Scott holds Series 7, 9, 10, 66, and SIE licenses. Scott has a wide range of experience in the financial services industry and is well-equipped to provide financial advice to a variety of clients. Scott is a highly qualified and experienced financial advisor who is committed to providing their clients with the highest quality of service.

SPECIALIZATIONS

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

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