Invested Better
Advisors in Waterbury, Connecticut
16 Results
Unclaimed

LPL Financial LLC

location

WATERBURY, CT

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Antonio Americo Ciocca is a financial advisor registered with LPL Financial LLC and Institutional Investment Consulting (IIC). Antonio has been in the financial services industry since 1997. Antonio has an active registration as a Registered Representative in Connecticut and Virginia. Antonio is also an active Investment Advisor Representative in Connecticut, Louisiana and Washington, D.C. Antonio's primary office is located in Naugatuck, CT and his current registrations are in Connecticut, Louisiana and Washington, D.C. Antonio has a Series 7, Series 24, Series 63 and Series 65.

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
location

WATERBURY, CT

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Testa is a financial advisor at LPL Financial LLC. Christopher is registered with both FINRA and the state of Connecticut, and has been in the financial services industry for over 7 years. Christopher holds licenses to advise on various financial products, including securities, investment companies, and variable contracts. Christopher is also a Registered Representative with LPL Financial LLC.

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

Grove Point Advisors, LLC | CFP ® (Certifications)

location

Waterbury, CT

experience

43 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Conrad Tarte is a financial advisor with over 40 years of experience in the financial services industry. Conrad is currently registered with Grove Point Advisors, LLC. Conrad has a wide range of experience in financial planning, portfolio management, and insurance. Conrad also has experience in tax preparation and real estate. Conrad is dedicated to providing personalized financial advice to help 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

LPL Financial LLC

location

WATERBURY, CT

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Cynthia Lynn Malley is a registered representative with LPL Financial LLC. Cynthia has been in the financial services industry since October 22, 2018 and is licensed in Connecticut. She is associated with LPL Financial LLC's office in Waterbury, Connecticut.

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

LPL Financial LLC

location

WATERBURY, CT

experience

17 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

David Coppola is a financial advisor with LPL Financial LLC based in Waterbury, CT. David has over 10 years of experience in the financial services industry. David has experience working with a range of clients, including individuals, families, businesses, and institutions. David is registered to provide investment advice in Connecticut. David is also registered to provide securities-related services in Connecticut.

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

LPL Financial LLC

location

WATERBURY, CT

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Dena Mary Hendrikse is a financial advisor with LPL Financial LLC. Dena has been in the financial industry since 1998 and holds multiple licenses and certifications, including the Series 63, Series 10, Series 9, Series 6TO, SIE, and Series 7. Dena has been registered with the state of Connecticut since 2024 and also holds a registration in Wisconsin. Dena specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.

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

LPL Financial LLC | CFP ®,CFC ® (Certifications)

location

WATERBURY, CT

experience

40 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Gregory Cimmino is a financial advisor with over 30 years of experience in the financial services industry. Gregory currently holds Series 6, 22, 63, and 65 licenses and is registered with the state of Connecticut. He is affiliated with LPL Financial LLC and Institutional Investment Consulting (IIC). Gregory is a Certified Financial Planner and a Chartered Financial Consultant.

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

LPL Financial LLC

location

WATERBURY, CT

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Hannah Jane Coleman is a financial advisor at LPL Financial LLC, located in Waterbury, CT. Hannah Jane Coleman holds a Series 7, Series 63 and Series 66 license and has been in the financial industry since 2023. Hannah Jane Coleman specializes in investment advice, financial planning, and portfolio management. Hannah Jane Coleman has experience with MetLife Investments Securities, LLC and Raven Capital Management LLC. Hannah Jane Coleman can help clients with a variety of financial needs, including retirement planning, college savings, and estate planning.

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

LPL Financial LLC

location

WATERBURY, CT

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Heather A. Hepburn is a financial advisor at LPL Financial LLC in WATERBURY, CT. Heather has been working in the financial industry since 2000. Heather is licensed to provide investment advice in Connecticut. Heather holds Series 6, 7, 24, 63, and 65 securities licenses. Heather has worked at LPL Financial LLC and previously at PEOPLE'S SECURITIES, INC.

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

LPL Financial LLC

location

WATERBURY, CT

experience

35 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

James William Coleman is a financial advisor currently registered with LPL Financial LLC, with over 34 years of experience in the financial industry. James has a proven track record of helping clients achieve their financial goals. James is a registered representative with LPL Financial LLC in Waterbury, CT. Previous firms James was affiliated with include Securities America, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. James holds a variety of licenses and certifications, including Series 7, Series 24, and Series 63. James specializes in working with individuals, families, and businesses.

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

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