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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...
William Degaudenzi (CRD# 2938811) is an Investment Advisor Representative working at Lpl Financial LLC in Hampton Bays, NY and has over 26 years of experience in the finance industry.
Samuel Degennaro (CRD# 2563654) is an Investment Advisor Representative working at Snowden Capital Advisors LLC in New Haven, CT and has over 29 years of experience in the finance industry.
Steven Degraff (CRD# 4649473) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Groton, CT and has over 21 years of experience in the finance industry.
Erik Degroot (CRD# 4136792) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Southampton, NY and has over 24 years of experience in the finance industry.
Kevin Dehler (CRD# 1681162) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southampton, NY and has over 30 years of experience in the finance industry.
John Deleo (CRD# 5443352) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Haven, CT and has over 16 years of experience in the finance industry.
Dave Delfino (CRD# 5785723) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 13 years of experience in the finance industry. Dave Delfino 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.
Mark Delgrego (CRD# 5661754) is an Investment Advisor Representative working at Mml Investors Services, LLC in Guilford, CT and has over 15 years of experience in the finance industry. Mark Delgrego 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.
Alexandre Demetrio (CRD# 4476377) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New London, CT and has over 22 years of experience in the finance industry.
Joseph Dente (CRD# 6673655) is an Investment Advisor Representative working at Q3 Asset Management Corporation in Tampa, FL and has over 8 years of experience in the finance industry.