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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...
Denis O'brien (CRD# 716498) is an Investment Advisor Representative working at Independent Financial Group, LLC in Mystic, CT and has over 42 years of experience in the finance industry.
Shane O'brien (CRD# 2656233) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Mystic, CT and has over 28 years of experience in the finance industry.
Seth Panucci (CRD# 6126775) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mystic, CT and has over 9 years of experience in the finance industry.
Theodore Parker (CRD# 2362925) is an Investment Advisor Representative working at Sound Portfolio Advisors, LLC in Mystic, CT and has over 30 years of experience in the finance industry. Theodore Parker 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.
Rebecca Rice (CRD# 6752319) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mystic, CT and has over 6 years of experience in the finance industry.
Thomas Robarge (CRD# 3181097) is an Investment Advisor Representative working at Lpl Financial LLC in Mystic, CT and has over 25 years of experience in the finance industry.
Jacquelin Rossi (CRD# 2518869) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mystic, CT and has over 10 years of experience in the finance industry.
Nishant Sahoo (CRD# 6348304) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mystic, CT and has over 7 years of experience in the finance industry.
Barry Saluk (CRD# 1649461) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Mystic, CT and has over 37 years of experience in the finance industry.