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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...
Norman Forrester (CRD# 2201707) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Haven, CT and has over 32 years of experience in the finance industry.
Robert Forrester (CRD# 6730599) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rocky Point, NY and has over 7 years of experience in the finance industry.
Alexandra Forte (CRD# 4446118) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in New Haven, CT and has over 21 years of experience in the finance industry.
Anthony Fortuna (CRD# 3136064) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 23 years of experience in the finance industry.
Darrell Fox (CRD# 5347836) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Groton, CT and has over 16 years of experience in the finance industry.
Gregory Franks (CRD# 1138171) is an Investment Advisor Representative working at Snowden Capital Advisors LLC in New Haven, CT and has over 41 years of experience in the finance industry.
Jonathan Fucci (CRD# 5701275) is an Investment Advisor Representative working at Key Investment Services LLC in Branford, CT and has over 14 years of experience in the finance industry.
Casey Fulp (CRD# 5179021) is an Investment Advisor Representative working at Carriage House Planning LLC in Tampa, FL and has over 13 years of experience in the finance industry. Casey Fulp 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.
William Furgueson (CRD# 2554975) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 29 years of experience in the finance industry.
William Fusco (CRD# 216049) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Madison, CT and has over 39 years of experience in the finance industry.