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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...
Keith Albert (CRD# 4641247) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Glastonbury, CT and has over 20 years of experience in the finance industry.
Andrew Alden (CRD# 1497067) is an Investment Advisor Representative working at The Community Foundation For Greater New Haven, Inc. in New Haven, CT and has over 10 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.
Thomas Alexa (CRD# 2878569) is an Investment Advisor Representative working at Alexa Wealth Management, LLC in Deep River, CT and has over 26 years of experience in the finance industry.
Michael Alimo (CRD# 4727586) is an Investment Advisor Representative working at U.s.a. Financial & Tax Services, LLC in Glastonbury, CT and has over 20 years of experience in the finance industry.
Sharon Alleman (CRD# 5520454) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Hartford, CT and has over 15 years of experience in the finance industry. Sharon Alleman 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.
James Allen (CRD# 2907107) is an Investment Advisor Representative working at Cornerstone Planning Group in Glastonbury, CT and has over 26 years of experience in the finance industry.
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.
Edward Almy (CRD# 4524324) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Hartford, CT and has over 21 years of experience in the finance industry.
Timothy Alston (CRD# 2688539) is an Investment Advisor Representative working at Advice And Planning Services in Hamden, CT and has over 26 years of experience in the finance industry.