Wealth Management Providers
Advisors in Connecticut
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| Professional | Firm & role | Office | Focus | Shortlist |
|---|---|---|---|---|
CM Carlos Miguel MartinezHistorical record | Wells Fargo Clearing Services, LLCPremier Banker | AnsoniaConnecticut | Wealth management | |
CU Carlos Ulises Flores JimenezHistorical record | Stifel, Nicolaus & Company, IncorporatedFinancial professional | StamfordConnecticut | Financial services | |
CM Carlton Milo HigbieHistorical record | Morgan StanleyFinancial Advisor, Portfolio Management Director, Vice President - Wealth Management | GreenwichConnecticut | Portfolio management | |
CJ Carmela Josephine MartinoHistorical record | Morgan StanleyClient Service Associate | RidgefieldConnecticut | Financial services | |
CA Carol Ann AragonHistorical record | HighTower Securities, LLCSenior Client Service Associate | MadisonConnecticut | Financial services | |
CA Carol Ann WhelanHistorical record | Cetera Advisors LLCAdvisor | FarmingtonConnecticut | Wealth management | |
CE Carol Elizabeth BeloinHistorical record | Cambridge Investment Research, Inc.Financial professional | West HartfordConnecticut | Financial services | |
CL Carol Lynn PaceHistorical record | David Lerner Associates, Inc.Financial professional | WestportConnecticut | Financial services | |
CW Carol W GalpeerHistorical record | Cetera Advisors LLCAdvisor | NorwalkConnecticut | Wealth management | |
CA Carole Ann CaldwellHistorical record | Morgan StanleyPortfolio Associate, Senior Registered Associate | WestportConnecticut | Financial services | |
CS Carole-Lynn SarosHistorical record | Next Financial Group, Inc.Branch Manager | WillingtonConnecticut | Financial services | |
CC Carolina Carolina McgoeyHistorical record | Morgan StanleyFinancial Advisor | StamfordConnecticut | Wealth management |
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