Invested Better
Advisors in Meriden, Connecticut
76 Results
Unclaimed

Newedge Advisors | CFP ® (Certifications)

location

Meriden, CT

0 Disclosures

ADVISOR BIO

Alexander Angst is an Investment Advisor Representative with Newedge Advisors, LLC. Alexander is also a Mass Mutual career agent for existing clients. He is a Certified Financial Planner and has been in the industry since April 2014. Alexander specializes in Financial Planning, Portfolio Management for Individuals and Businesses, and Pension Consulting.

SPECIALIZATIONS

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

Osaic Institutions, Inc.

location

MERIDEN, CT

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Angelo Vincent Pietri is a registered representative with Osaic Institutions, Inc. Angelo Vincent Pietri has been in the securities industry since August 2015. Angelo Vincent Pietri has been registered with Osaic Institutions, Inc. since January 2016. Osaic Institutions, Inc. is headquartered in Meriden, CT. Osaic Institutions, Inc. provides a wide range of financial services, including financial planning, pension consulting, and portfolio management. Angelo Vincent Pietri is licensed in 32 states to offer financial services, including California, Connecticut, Florida, Georgia, Hawaii, Illinois, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Dakota, Tennessee, Texas, Utah, Vermont, Washington, and Wyoming. Angelo Vincent Pietri is also registered as an Investment Advisor Representative in Connecticut and New York.

SPECIALIZATIONS

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

Osaic Institutions, Inc.

location

MERIDEN, CT

experience

22 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Brian Sullivan is a financial advisor with over 20 years of experience in the industry. Brian is currently registered with Osaic Institutions, Inc. and is licensed to provide investment advisory services in New York. Brian has held previous roles at TD Private Client Wealth LLC, Infinex Investments, Inc., Essex National Securities, LLC, Chase Investment Services Corp., NFB Investment Services Corp., Greenpoint Securities LLC, MVP Financial LLC, New World Securities, Inc., and Island Securities, Inc. Brian has a comprehensive understanding of the financial markets and is committed to providing clients with personalized financial guidance.

SPECIALIZATIONS

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

Osaic Institutions, Inc.

location

MERIDEN, CT

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Brittany Leigh Chambers is a registered representative with Osaic Institutions, Inc. located in MERIDEN, CT. Brittany has been in the securities industry since March 20, 2012, with prior experience at ESSEX NATIONAL SECURITIES, LLC. Brittany holds the Series 7 and SIE licenses and has been registered with Osaic Institutions, Inc. since July 1, 2016.

SPECIALIZATIONS

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

Osaic Institutions, Inc.

location

MERIDEN, CT

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Bury Barbier is a financial advisor with Osaic Institutions, Inc. Bury has been in the industry since 1997 and is registered in Connecticut and Texas. Bury has a Series 7 and Series 66 license. Bury offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals.

SPECIALIZATIONS

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

Osaic Institutions, Inc.

location

MERIDEN, CT

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Carrie Demicco is a financial advisor with over 20 years of experience in the industry. Carrie is currently registered with Osaic Institutions, Inc. and has been with the firm since 1999. Carrie has a broad range of experience in the financial services industry, having previously worked with Webster Investment Services, Inc. and Liberty Securities Corporation.

SPECIALIZATIONS

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

Osaic Institutions, Inc. | CFP ® (Certifications)

location

MERIDEN, CT

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Chad Allen Bell is a financial advisor with Osaic Institutions, Inc. Chad Bell has been in the financial industry since 2000. Chad Bell is registered with the state of Vermont and has been a financial advisor with Osaic Institutions, Inc. since 2011. Previously Chad Bell was affiliated with UVEST FINANCIAL SERVICES GROUP, INC., BANC OF AMERICA INVESTMENT SERVICES, INC., and CSFBDIRECT, INC. Chad Bell specializes in providing financial planning, portfolio management and solicitation services for other advisers.

SPECIALIZATIONS

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

Osaic Institutions, Inc.

location

MERIDEN, CT

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Christina Marie Adams is a financial advisor based in MERIDEN, CT. Christina is a registered representative with Osaic Institutions, Inc. and has over 18 years of experience in the financial industry. Christina specializes in providing financial planning, pension consulting and portfolio management services to individuals, corporations, and charitable organizations. Christina has a strong background in securities, having held positions at various firms including Park Avenue Securities LLC, MetLife Securities Inc., and Tower Square Securities, Inc.

SPECIALIZATIONS

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

Osaic Institutions, Inc.

location

MERIDEN, CT

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Morrissey is a financial professional with over 30 years of experience in the industry. Christopher has held positions at various firms, including Northern Capital Securities Corporation, W. Quillen Securities, J.P. Morgan Securities Inc., Banc One Capital Markets, Inc., Donaldson, Lufkin & Jenrette Securities Corporation, and Salomon Brothers Inc. Christopher is currently registered with Osaic Institutions, Inc. and holds Series 7, Series 63, and SIE licenses. Christopher specializes in providing a variety of financial advisory services, including financial planning, educational seminars, and portfolio management for individuals.

SPECIALIZATIONS

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

Osaic Institutions, Inc.

location

MERIDEN, CT

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Cindi Tamargo is a financial professional with over 10 years of experience in the industry. Cindi is currently registered with Osaic Institutions, Inc. in MERIDEN, CT. Cindi has a Series 99 license and a Securities Industry Essentials Examination. Cindi provides financial planning, pension consulting, educational seminars, and portfolio management services. Cindi has been active in the industry since October 2012.

SPECIALIZATIONS

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

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