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Jeff Stephano Email & Phone Number

Financial Services Representative and Investment Advisor Representative at Barnum Financial Group at Barnum Financial Group
Location: Glastonbury, Connecticut, United States 2 work roles 1 school
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Current company
Role
Financial Services Representative and Investment Advisor Representative at Barnum Financial Group
Location
Glastonbury, Connecticut, United States
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Who is Jeff Stephano? Overview

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Quick answer

Jeff Stephano is listed as Financial Services Representative and Investment Advisor Representative at Barnum Financial Group at Barnum Financial Group, a company with 504 employees, based in Glastonbury, Connecticut, United States. AeroLeads shows a matched LinkedIn profile for Jeff Stephano.

Jeff Stephano previously worked as Financial Services Representative and Investment Advisor Representative at Barnum Financial Group and Financial Advisor at American Express. Jeff Stephano holds Bachelor'S Degree Economics, Economics from Drew University.

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Email format at Barnum Financial Group

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Barnum Financial Group

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Profile bio

About Jeff Stephano

With over 15 years experience as a financial professional, I am an investment advisor representative and financial advisor with Barnum Financial Group in Glastonbury CT. I work primarily with individuals, specifically teachers, principals and superintendents, as well as small business owners. My goal is to help clients make good investment and financial decisions, especially when nearing or in retirement.I am licensed to sell insurance in various states.I am licensed to sell securities in various states.I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory address: 6 Corporate Drive, Shelton CT 06484. 203-513-6000

Listed skills include Retirement Planning, Investments, Customer Service, Finance, and 2 others.

Current workplace

Jeff Stephano's current company

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Barnum Financial Group
Barnum Financial Group
Financial Services Representative and Investment Advisor Representative at Barnum Financial Group
shelton, connecticut, united states
Employees
504
AeroLeads page
2 roles

Jeff Stephano work experience

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Financial Services Representative And Investment Advisor Representative

Current

45 Glastonbury Blvd, Glastonbury, CT 06033

We help over a quarter million clients, nationwide create wealth and make smart money decisions through our financial planning and consulting services. At Barnum Financial Group, we provide a full range of investment and risk management products and services to individuals and their families, as well as small businesses, corporations, government entities.

Jan 2000 - Present

Financial Advisor

Waterbury, CT

Ameriprise Financial, Inc. formerly known American Express Financial Advisors is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products, and services, including wealth management, asset management, insurance, annuities and estate planning.

Jan 2000 - Jan 2001
Team & coworkers

Colleagues at Barnum Financial Group

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1 education record

Jeff Stephano education

FAQ

Frequently asked questions about Jeff Stephano

Quick answers generated from the profile data available on this page.

What company does Jeff Stephano work for?

Jeff Stephano works for Barnum Financial Group.

What is Jeff Stephano's role at Barnum Financial Group?

Jeff Stephano is listed as Financial Services Representative and Investment Advisor Representative at Barnum Financial Group at Barnum Financial Group.

Where is Jeff Stephano based?

Jeff Stephano is based in Glastonbury, Connecticut, United States while working with Barnum Financial Group.

What companies has Jeff Stephano worked for?

Jeff Stephano has worked for Barnum Financial Group and American Express.

Who are Jeff Stephano's colleagues at Barnum Financial Group?

Jeff Stephano's colleagues at Barnum Financial Group include Jessica Grassia, Jennifer Benedetto, Dominic Calandruccio, Victor Garra, and Richard Caiazzo, Cfp®.

How can I contact Jeff Stephano?

You can use AeroLeads to view verified contact signals for Jeff Stephano at Barnum Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Jeff Stephano attend?

Jeff Stephano holds Bachelor'S Degree Economics, Economics from Drew University.

What skills is Jeff Stephano known for?

Jeff Stephano is listed with skills including Retirement Planning, Investments, Customer Service, Finance, Insurance, and Risk Management.

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