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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Randy Kurtz (CRD# 4579297) is an Investment Advisor Representative working at Betavisor, LLC in Chicago, IL and has over 15 years of experience in the finance industry.
Betavisor was founded with one simple aim; to reduce risk without harming expected returns. Our clients are focused on "locking in" their retirement pace through diversification and tax management.
A nationally recognized expert on risk who's obsessed with statistics, Randy challenges conventional wisdom around risk, return, diversification, asset allocation and financial planning. He developed the DataDriven Process™ to...
Ahmad Achmar (CRD# 5475794) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chicago, IL and has over 14 years of experience in the finance industry.
Richard Acres (CRD# 6594652) is an Investment Advisor Representative working at Hightower Advisors, LLC in Chicago, IL and has over 5 years of experience in the finance industry. Richard Acres has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Stefanie Adamo (CRD# 6701325) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chicago, IL and has over 5 years of experience in the finance industry.
Andrew Adams (CRD# 2000274) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Chicago, IL and has over 14 years of experience in the finance industry.
Gregory Adams (CRD# 5646424) is an Investment Advisor Representative working at Fiducient Advisors LLC in Chicago, IL and has over 13 years of experience in the finance industry.
Henry Adams (CRD# 5115024) is an Investment Advisor Representative working at Hightower Advisors, LLC in Chicago, IL and has over 15 years of experience in the finance industry.
Tyler Adams (CRD# 6155633) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Chicago, IL and has over 5 years of experience in the finance industry.
Michael Adamski (CRD# 4455052) is an Investment Advisor Representative working at Mesirow Financial Investment Management, Inc. in Chicago, IL and has over 12 years of experience in the finance industry.
Nancy Addcox (CRD# 6735506) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Chicago, IL and has over 5 years of experience in the finance industry.
Femi Adeagbo (CRD# 3259691) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chicago, IL and has over 7 years of experience in the finance industry.