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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...
Peter Gialames (CRD# 4421993) is an Investment Advisor Representative working at Lpl Financial LLC in Tampa, FL and has over 22 years of experience in the finance industry.
Dara Gibbs (CRD# 4371794) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in New Haven, CT and has over 23 years of experience in the finance industry. Dara Gibbs 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.
Steven Gildar (CRD# 2282795) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Tampa, FL and has over 31 years of experience in the finance industry.
Simone Gladstone (CRD# 1917328) is an Investment Advisor Representative working at Compass Rose Strategic Partners LLC in Waterford, CT and has over 32 years of experience in the finance industry. Simone Gladstone 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.
Peter Goletz (CRD# 4328134) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Haven, CT and has over 23 years of experience in the finance industry.
Michael Gomberg (CRD# 3212646) is an Investment Advisor Representative working at Edward Jones in Bridgehampton, NY and has over 5 years of experience in the finance industry.
Anthony Gonzalez (CRD# 5641203) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in New Haven, CT and has over 14 years of experience in the finance industry.
Richard Goodwin (CRD# 2153788) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Guilford, CT and has over 32 years of experience in the finance industry.
Philip Gottlick (CRD# 1666274) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Guilford, CT and has over 23 years of experience in the finance industry.
Darren Graff (CRD# 2671425) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Southampton, NY and has over 28 years of experience in the finance industry.