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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...
Andrew Aubrey (CRD# 2768578) is an Investment Advisor Representative working at Lpl Financial LLC in Glastonbury, CT and has over 27 years of experience in the finance industry. Andrew Aubrey 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.
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.
Brenda Bachman (CRD# 4924561) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 18 years of experience in the finance industry.
Derek Bailey (CRD# 5234225) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 17 years of experience in the finance industry.
Thomas Bailey (CRD# 4140683) is an Investment Advisor Representative working at Esi Financial Advisors in Glastonbury, CT and has over 24 years of experience in the finance industry.
Wayne Bailey (CRD# 1124901) is an Investment Advisor Representative working at Lpl Financial LLC in Glastonbury, CT and has over 40 years of experience in the finance industry.
Sharland Baker (CRD# 6080326) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Glastonbury, CT and has over 9 years of experience in the finance industry.
Andrew Baldassarre (CRD# 1047256) is an Investment Advisor Representative working at Rossmore Private Capital, LLC in Glastonbury, CT and has over 15 years of experience in the finance industry.
James Balesano (CRD# 860282) 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.