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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...
Seth Adams (CRD# 3138057) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New London, CT and has over 24 years of experience in the finance industry.
Daniel Adams Jr (CRD# 5962487) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New London, CT and has over 11 years of experience in the finance industry.
Stephen Adeletti (CRD# 1619222) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New London, CT and has over 37 years of experience in the finance industry.
Lorne Adrain (CRD# 2797520) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Providence, RI and has over 12 years of experience in the finance industry.
Gregory Agnone (CRD# 2721484) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Chepachet, RI and has over 28 years of experience in the finance industry.
Mansoor Ahmed (CRD# 5471697) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tampa, FL and has over 16 years of experience in the finance industry.
Alexander Albert (CRD# 5674354) is an Investment Advisor Representative working at Lincoln Capital Corporation in East Greenwich, RI and has over 8 years of experience in the finance industry. Alexander Albert 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.
Zachary Albertson (CRD# 6514597) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lincoln, RI and has over 7 years of experience in the finance industry.
Eric Alcusky (CRD# 6644892) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lincoln, RI and has over 7 years of experience in the finance industry.
Christopher Aldrich (CRD# 6439918) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waterford, CT and has over 8 years of experience in the finance industry.