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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...
David Ferrucci (CRD# 2256660) is an Investment Advisor Representative working at Commonwealth Financial Network in Essex, CT and has over 26 years of experience in the finance industry.
Paul Ferrucci (CRD# 2256659) is an Investment Advisor Representative working at Commonwealth Financial Network in Essex, CT and has over 29 years of experience in the finance industry.
Mark Fezza (CRD# 4653106) is an Investment Advisor Representative working at Lpl Financial LLC in Guilford, CT and has over 21 years of experience in the finance industry. Mark Fezza 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 Filipek (CRD# 5484661) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tampa, FL and has over 16 years of experience in the finance industry.
James Fischer (CRD# 2277016) is an Investment Advisor Representative working at Post Resch Tallon Group in Tampa, FL and has over 31 years of experience in the finance industry.
Sharon Flaspohler (CRD# 2805451) is an Investment Advisor Representative working at Lpl Financial LLC in Tampa, FL and has over 23 years of experience in the finance industry.
Robert Fleming (CRD# 5417701) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tampa, FL and has over 16 years of experience in the finance industry.
Debra Flint (CRD# 5055468) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Old Saybrook, CT and has over 16 years of experience in the finance industry.
Frank Flores (CRD# 1180556) is an Investment Advisor Representative working at Sound Planning And Investments, LLC in Essex, CT and has over 32 years of experience in the finance industry. Frank Flores 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.
Stephen Fordyce (CRD# 2354982) is an Investment Advisor Representative working at Snowden Capital Advisors LLC in New Haven, CT and has over 30 years of experience in the finance industry. Stephen Fordyce 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.