-
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...
Sean Allen (CRD# 4868991) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Glastonbury, CT and has over 18 years of experience in the finance industry.
Mario Alvino (CRD# 4509908) is an Investment Advisor Representative working at Commonwealth Financial Network in Glastonbury, CT and has over 21 years of experience in the finance industry.
Beverly Amon (CRD# 5549866) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Glastonbury, CT and has over 15 years of experience in the finance industry.
Christopher Amon (CRD# 5225643) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Glastonbury, CT and has over 17 years of experience in the finance industry. Christopher Amon 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.
Dean Anatra (CRD# 6604951) is an Investment Advisor Representative working at William Joseph Capital Management, Inc. in Madison, CT and has over 8 years of experience in the finance industry.
Patricia Anderson (CRD# 2626852) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Guilford, CT and has over 25 years of experience in the finance industry.
Neil Anthes (CRD# 6705283) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Westerly, RI and has over 7 years of experience in the finance industry. Neil Anthes 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.
Eugene Antosh (CRD# 5450983) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Portland, CT and has over 16 years of experience in the finance industry.
Leslie Archambault (CRD# 2864622) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Glastonbury, CT and has over 27 years of experience in the finance industry.
Matthew Arendt (CRD# 4830859) is an Investment Advisor Representative working at Commonwealth Financial Network in Glastonbury, CT and has over 19 years of experience in the finance industry.