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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...
Matthew Corrigan (CRD# 6670620) is an Investment Advisor Representative working at Mml Investors Services, LLC in Guilford, CT and has over 7 years of experience in the finance industry. Matthew Corrigan 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.
James Covell (CRD# 1243121) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Hampton Bays, NY and has over 40 years of experience in the finance industry.
Deborah Craig (CRD# 2700281) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New Haven, CT and has over 28 years of experience in the finance industry.
Christopher Crandle (CRD# 6611854) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Southold, NY and has over 6 years of experience in the finance industry.
Lynn Cravinho (CRD# 5486266) is an Investment Advisor Representative working at Compass Rose Strategic Partners LLC in Waterford, CT and has over 16 years of experience in the finance industry.
James Crawford (CRD# 56701) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New London, CT and has over 42 years of experience in the finance industry.
Peter Creedon (CRD# 2951761) is an Investment Advisor Representative working at Crystal Brook Advisors in Brookhaven, NY and has over 26 years of experience in the finance industry. Peter Creedon 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.
Charles Crilly (CRD# 3130116) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Essex, CT and has over 25 years of experience in the finance industry.
Melinda Cronin (CRD# 2817350) is an Investment Advisor Representative working at Principal Securities, Inc. in Tampa, FL and has over 25 years of experience in the finance industry.
Vincent Crudo (CRD# 1706739) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Westbrook, CT and has over 36 years of experience in the finance industry.