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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...
Steven Ayer (CRD# 2520471) is an Investment Advisor Representative working at Hightower Advisors, LLC in Harrison, NY and has over 21 years of experience in the finance industry. His experience includes being the author of a book called "Choosing Simplicity" (www.choosingsimplicity.us) and having his own radio show from 2011-2013 called Global Currency Watch. He is an Accredited Investment Fiduciary (AIF) and a Certified Investment Management Analyst (CIMA) while having a focus upon risk management.
Brenda Ayers (CRD# 7020465) is an Investment Advisor Representative working at Morgan Stanley in Mystic, CT and has over 5 years of experience in the finance industry.
Bruce Balkcom (CRD# 2158092) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Coventry, RI and has over 32 years of experience in the finance industry.
James Barrows (CRD# 6974741) is an Investment Advisor Representative working at Commonwealth Financial Network in Smithfield, RI and has over 5 years of experience in the finance industry.
James Bates (CRD# 5222908) is an Investment Advisor Representative working at Edward Jones in Mystic, CT and has over 17 years of experience in the finance industry.
Stephen Bates (CRD# 2373075) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 20 years of experience in the finance industry.
Michael Baum (CRD# 5582283) is an Investment Advisor Representative working at Commonwealth Financial Network in Pomfret Center, CT and has over 13 years of experience in the finance industry. Michael Baum 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.
Michael Begin (CRD# 2320363) is an Investment Advisor Representative working at Lifestyle Freedom Advisory Group, LLC in Mystic, CT and has over 31 years of experience in the finance industry. Michael Begin 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.
Michael Berling (CRD# 2796089) is an Investment Advisor Representative working at Mml Investors Services, LLC in New London, CT and has over 27 years of experience in the finance industry.
Nils Bierkamp (CRD# 6581893) is an Investment Advisor Representative working at Fidelity Institutional Wealth Adviser LLC in Smithfield, RI and has over 3 years of experience in the finance industry.