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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...
Mark Bobruff (CRD# 4365757) is an Investment Advisor Representative working at Prudential Financial Planning Services in Glastonbury, CT and has over 22 years of experience in the finance industry.
Richard Boccaccio (CRD# 1330933) is an Investment Advisor Representative working at On Investment Management Co in Lyme, CT and has over 26 years of experience in the finance industry.
Bradford Boisvert (CRD# 4677941) is an Investment Advisor Representative working at Rawlings Wealth Management in Glastonbury, CT and has over 10 years of experience in the finance industry.
Steven Bokoff (CRD# 4650243) is an Investment Advisor Representative working at Thames Financial Management in Norwich, CT and has 1 year of experience in the finance industry. Steven Bokoff 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.
Philip Bonee (CRD# 837754) is an Investment Advisor Representative working at Lpl Financial LLC in Glastonbury, CT and has over 36 years of experience in the finance industry.
Donald Bonvisuto (CRD# 2673350) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Glastonbury, CT and has over 24 years of experience in the finance industry.
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.
Nicholas Bosco (CRD# 6094816) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mystic, CT and has over 8 years of experience in the finance industry.
Devin Bourque (CRD# 6131704) is an Investment Advisor Representative working at Ht Partners LLC in Centerbrook, CT and has over 11 years of experience in the finance industry. Devin Bourque 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.
Ryan Boutwell (CRD# 4321586) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 23 years of experience in the finance industry.