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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...
Elizabeth Haas (CRD# 1407406) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 37 years of experience in the finance industry.
Harry Hackett (CRD# 2703372) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southampton, NY and has over 28 years of experience in the finance industry.
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Glenn Halsey (CRD# 6194465) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southampton, NY and has over 10 years of experience in the finance industry.
Jane Halsey (CRD# 1992282) is an Investment Advisor Representative working at Roundtable Forum, LLC in East Hampton, NY and has over 34 years of experience in the finance industry.
Mark Hand (CRD# 6128780) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Old Saybrook, CT and has over 11 years of experience in the finance industry.
John Hannigan (CRD# 2651795) is an Investment Advisor Representative working at Principle Wealth in Madison, CT and has over 28 years of experience in the finance industry. John Hannigan 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.
Eric Hanson (CRD# 2574458) is an Investment Advisor Representative working at Hightower Advisors, LLC in Madison, CT and has over 15 years of experience in the finance industry.
Mary Anne Hartney (CRD# 1020933) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Westbrook, CT and has over 24 years of experience in the finance industry.