James P. Clancy

James P. Clancy Email and Phone Number

Vice President, Financial Consultant at Webster Investments @ Webster Investments
waterbury, connecticut, united states
James P. Clancy's Location
Cromwell, Connecticut, United States, United States
James P. Clancy's Contact Details

James P. Clancy personal email

About James P. Clancy

I provide holistic wealth management services to help local families and businesses strive to grow and preserve their wealth.I get to know each client to fully understand their financial goals and concerns. I then will customize a plan to address their specific needs regarding investments, life insurance, family finances, retirement and estate planning.

James P. Clancy's Current Company Details
Webster Investments

Webster Investments

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Vice President, Financial Consultant at Webster Investments
waterbury, connecticut, united states
Employees:
65
James P. Clancy Work Experience Details
  • Webster Investments
    Vice President, Financial Consultant
    Webster Investments Dec 2019 - Present
    Hartford, Connecticut Area
    I have 33 years of investment services experience. Helping individuals, families and business with holistic financial planning. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to 'see contact info' section above. Insurance products are offered through LPL or its licensed affiliates. Webster Bank and Webster Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Webster Investments and may also be employees of Webster Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Webster Bank or Webster Investments. Securities and insurance offered through LPL or its affiliates are not insured Webster Bank deposits and are not FDIC insured. These products are not obligations of Webster Bank or Webster Investments and are not endorsed, recommended or guaranteed by Webster Bank, Webster Investments or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AZ, CA, CT, FL, ME, PA, SC, VA, Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.FINRA 7, 63 & 66 securities registrations held through LPL Financial as well as a life insurance license
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Jul 2008 - Dec 2019
  • Smith Barney
    Financial Advisor
    Smith Barney Dec 2007 - Jul 2008

James P. Clancy Skills

Series 66 Series 7 401k Rollovers Wealth Preservation Strategies Saving For Education Retirement Planning Retirement Income Strategies Asset Allocation Investment Advisory Series 63 Annuities

James P. Clancy Education Details

Frequently Asked Questions about James P. Clancy

What company does James P. Clancy work for?

James P. Clancy works for Webster Investments

What is James P. Clancy's role at the current company?

James P. Clancy's current role is Vice President, Financial Consultant at Webster Investments.

What is James P. Clancy's email address?

James P. Clancy's email address is ja****@****ail.com

What schools did James P. Clancy attend?

James P. Clancy attended University Of New Hampshire.

What skills is James P. Clancy known for?

James P. Clancy has skills like Series 66, Series 7, 401k Rollovers, Wealth Preservation Strategies, Saving For Education, Retirement Planning, Retirement Income Strategies, Asset Allocation, Investment Advisory, Series 63, Annuities.

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