-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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...
Diego Arbelaez-Doncel (CRD# 4685095) is an Investment Advisor Representative working at Primerica Advisors in North Branford, CT and has over 20 years of experience in the finance industry.
Michele Arnett (CRD# 5513819) is an Investment Advisor Representative working at Gwn Securities Inc. in Bellport, NY and has over 15 years of experience in the finance industry.
Michele Arsenault (CRD# 5469711) is an Investment Advisor Representative working at Hightower Advisors, LLC in Madison, CT and has over 15 years of experience in the finance industry.
Alan Ashworth (CRD# 1440682) is an Investment Advisor Representative working at The London Company Of Virginia in Tampa, FL and has over 32 years of experience in the finance industry.
Daniel Asiedu (CRD# 6521438) is an Investment Advisor Representative working at Primerica Advisors in North Branford, CT and has over 8 years of experience in the finance industry.
David Astorr (CRD# 2238818) is an Investment Advisor Representative working at Wilmington Capital Securities, LLC in East Hampton, NY and has over 14 years of experience in the finance industry.
Kenneth Ayers (CRD# 1661358) is an Investment Advisor Representative working at Ayers & Associates, P.c. in New Haven, CT and has over 36 years of experience in the finance industry. Kenneth Ayers 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.
Susananne Bailey (CRD# 5615869) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Haven, CT and has over 14 years of experience in the finance industry.
Steven Baklas (CRD# 6740403) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Haven, CT and has over 7 years of experience in the finance industry.
Andrew Banks (CRD# 1715217) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in New Haven, CT and has over 32 years of experience in the finance industry.