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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...
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.
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.
Craig Bernard (CRD# 1554830) is an Investment Advisor Representative working at Lpl Financial LLC in Madison, CT and has over 35 years of experience in the finance industry. Craig Bernard 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.
Pawel Borowiec (CRD# 4665370) is an Investment Advisor Representative working at Norfield Capital, LLC in Madison, CT and has over 14 years of experience in the finance industry.
Michael Castiello (CRD# 6382294) is an Investment Advisor Representative working at Principle Wealth in Madison, CT and has over 9 years of experience in the finance industry.
Kimberly Chorney (CRD# 2691195) is an Investment Advisor Representative working at Lpl Financial LLC in Madison, CT and has over 28 years of experience in the finance industry. Kimberly Chorney 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 Desi (CRD# 4858496) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Madison, CT and has over 18 years of experience in the finance industry.
Robert Dimarco (CRD# 4671136) is an Investment Advisor Representative working at Professional Alliance Associates, LLC in Madison, CT and has over 22 years of experience in the finance industry.
Theresa Donatelli (CRD# 2358876) is an Investment Advisor Representative working at Principle Wealth in Madison, CT and has over 28 years of experience in the finance industry.