Invested Better
Selection of Other Advisors Advisors in New Milford, Connecticut
7 Results
Unclaimed

MML Investors Services, LLC

location

NEW MILFORD, CT

experience

38 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Brian Charles Farrell is a financial advisor who has been in the industry since 1986. Brian is currently registered with MML Investors Services, LLC and is licensed to provide financial advice in multiple states. Brian has a wealth of experience in the financial services industry, having worked with MSI Financial Services, Inc., Tower Square Securities, Inc., Advantage Capital Corporation, Travelers Equities Sales, Inc., and First Investors Corporation. Brian's expertise includes working with a wide variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Brian holds the Series 6, 7, and SIE licenses, as well as the Uniform Securities Agent State Law Examination (Series 63). Brian is committed to providing his clients with the highest level of service and guidance.

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

Brookstone Wealth Advisors, LLC

location

New Milford, CT

0 Disclosures

ADVISOR BIO

George Repasky is a registered Investment Advisor Representative with Brookstone Wealth Advisors, LLC. George has been in the industry since 1996 and is also licensed to sell insurance products. George has expertise in financial planning, portfolio management and selection of other advisors. He is licensed to provide advisory services in Connecticut, New York and Pennsylvania.

SPECIALIZATIONS

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

NEW MILFORD, CT

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Ivan Shiffman is a financial advisor with Edward Jones. Ivan has been in the financial industry for over 10 years. Ivan is registered with the state of Connecticut and has a Series 7, 66 and SIE. Ivan has experience with a variety of clients, including individuals, families, businesses, and retirement plans. Ivan focuses on helping clients reach their financial goals through personalized financial planning and investment management.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

NEW MILFORD, CT

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Leite is a financial professional with over 5 years of experience in the financial services industry. She is currently registered with Fidelity Personal and Workplace Advisors as a Registered Representative and Investment Advisor Representative. Prior to joining Fidelity, Jennifer worked at Ameriprise Financial Services, LLC and Wells Fargo Clearing Services, LLC. Jennifer holds the Series 6, 7, 9, 10, 63 and 65 licenses, and is registered to provide advisory services in all 50 states, the District of Columbia, and Puerto Rico. Jennifer specializes in providing financial planning, portfolio management, and educational seminars to individuals and businesses.

SPECIALIZATIONS

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

NEW MILFORD, CT

experience

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Luis A. Abella is a financial advisor with Edward Jones, a well-established financial services firm. Luis has been in the financial industry since 1997. In his role, Luis is dedicated to providing personalized financial advice and guidance to individuals and families in New Milford, Connecticut and beyond. Luis holds licenses to provide financial advice in Connecticut and Texas. Luis is experienced in providing financial planning and investment management services. Luis has a broad range of experience, with a primary focus on helping clients reach their financial goals.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

New Milford, CT

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Timothy S Johnson is a financial advisor at UBS Financial Services Inc. He is based in New Milford, CT and has over 15 years of experience in the financial services industry. Timothy holds a Series 66 license, a Series 7 license and a SIE license. He has worked with individual clients, business owners, families, high net worth individuals, and retirement plans. He has also been involved in various charitable organizations.

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

Cetera Investment Advisers LLC | CFP ® (Certifications)

location

NEW MILFORD, CT

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Wayne Leroy Locke is a financial advisor with over 35 years of experience in the industry. Wayne is registered with Cetera Investment Advisers LLC, a firm with a strong track record of providing financial services to a diverse clientele. Wayne specializes in financial planning and portfolio management for both individuals and businesses. Wayne is committed to providing personalized financial advice and 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