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Financial Planning Services Advisors in Stamford, Connecticut
593 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

STAMFORD, CT

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Michael Richard Bonura is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. He is licensed to provide securities and investment advisory services in the District of Columbia. Michael Richard Bonura has been in the financial services industry for over 20 years. His previous employers include HSBC Brokerage (USA) Inc., BANC OF AMERICA INVESTMENT SERVICES, INC. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He holds the Series 6, 7, 63 and 66 licenses. His specializations include Portfolio Management for Individuals, Portfolio Management for Businesses, Selection of Other Advisers, Pension Consulting and Educational Seminars.

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

Stratos Wealth Partners, Ltd. | CFP ®,CFC ® (Certifications)

location

Stamford, CT

experience

23 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Michael Beloff is a financial advisor with over 20 years of experience in the financial services industry. Michael Beloff is registered with Stratos Wealth Partners, Ltd., a registered investment advisor, and holds a Series 7, Series 31, and Series 66 license. Michael Beloff is a Certified Financial Planner™ and a Chartered Financial Consultant. Michael Beloff's previous employers include Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and UBS Financial Services Inc. Michael Beloff is dedicated to helping clients 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
Unclaimed

UBS Financial Services Inc.

location

STAMFORD, CT

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Michael Timothy Henson is a financial advisor with UBS Financial Services Inc. located in Stamford, CT. Michael has been in the industry for over 6 years and is registered to provide investment advice in 33 states. Michael offers investment advice and financial planning services for individuals and businesses. Michael also offers portfolio management services, pension consulting and educational seminars.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

STAMFORD, CT

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Michael Angeles is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Stamford, CT. Michael has been in the industry for over 6 years and specializes in investment advisory services for individual and business clients. Michael is also registered as an investment advisor representative in California.

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
location

Stamford, CT

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Michael Robert Gorman is a financial advisor with Morgan Stanley. Michael has been in the securities industry since August 1, 2012. Michael is licensed in 30 states and the District of Columbia. Michael specializes in providing financial planning, portfolio management, and asset allocation advice to a range of clients, including individuals, families, businesses, and institutions.

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
Unclaimed

UBS Financial Services Inc.

location

STAMFORD, CT

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Michael Martinez is a financial professional registered with UBS Financial Services Inc. Michael has been in the industry since 2012. Michael is licensed in 46 states and is registered with both FINRA and the SEC. Michael specializes in providing financial planning, investment management, and retirement planning services to individual clients. Michael holds Series 3, 7, 9, 10, and 66 securities licenses. Michael works out of the Stamford branch office of UBS Financial Services Inc.

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

19 Years Experience

0 Disclosures

ADVISOR BIO

Michael Scott Fomuke is an investment advisor representative registered with New Edge Wealth. Michael Scott Fomuke has been in the industry since May 14, 2006. Michael Scott Fomuke has passed the Series 63, Series 7, Series 10, Series 9, Series 3 and SIE exams. Michael Scott Fomuke is registered to provide investment advice in 27 states and has had previous registrations with UBS Financial Services Inc., Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley Distribution, Inc., Morgan Stanley DW Inc. and Max International Broker/Dealer Corp.. Michael Scott Fomuke's specializations include: providing investment advice to high-net-worth individuals, corporations, trusts, and pooled investment vehicles.

SPECIALIZATIONS

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

Oppenheimer & Co. Inc.

location

STAMFORD, CT

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Michael Andrew Pfeffer is a financial advisor with Oppenheimer & Co. Inc., located in Stamford, Connecticut. Michael Pfeffer has been a financial advisor for over 30 years, and specializes in providing investment advice and financial planning services for individuals, businesses, and retirement plans. Michael Pfeffer also has experience working with charitable organizations, insurance companies and pooled investment vehicles. Prior to joining Oppenheimer & Co. Inc., Michael Pfeffer held positions at Lehman Brothers Inc., Neuberger Berman, LLC, Dresdner Kleinwort Wasserstein Securities LLC, Wasserstein Perella Securities, Inc., Tucker Anthony Incorporated, and Moran & Associates, Inc. Securities Brokerage.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

STAMFORD, CT

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Michael Maresca is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has been in the financial services industry since 2001. Michael holds the Series 66, Series 7 and SIE licenses. Michael is currently registered with the state of Connecticut and Texas.

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

Citigroup Global Markets Inc.

location

Stamford, CT

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Michael Erb is an investment advisor representative associated with Citigroup Global Markets Inc. Michael has been in the industry since 1995. Prior to joining Citigroup Global Markets Inc. Michael was employed by Thompson, Siegel & Walmsley LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals

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