-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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...
David Cikatz (CRD# 5779443) is an Investment Advisor Representative working at Edward Jones in Waterford, CT and has over 6 years of experience in the finance industry.
Marc Ciociola (CRD# 3137873) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New Haven, CT and has over 24 years of experience in the finance industry.
Shane Clarke (CRD# 2970735) is an Investment Advisor Representative working at Fsc Wealth Advisors, LLC in Waterford, CT and has over 26 years of experience in the finance industry.
Nolan Cleary (CRD# 6289611) is an Investment Advisor Representative working at Mml Investors Services, LLC in Hamden, CT and has over 8 years of experience in the finance industry.
Brian Clemente (CRD# 5471632) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Guilford, CT and has over 15 years of experience in the finance industry.
Christopher Coburn (CRD# 1761848) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Old Saybrook, CT and has over 36 years of experience in the finance industry.
Jennifer Cody (CRD# 5072195) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Meriden, CT and has over 16 years of experience in the finance industry.
Donald Coffin (CRD# 2900573) is an Investment Advisor Representative working at Lpl Financial LLC in Southington, CT and has over 26 years of experience in the finance industry.
John Cogan (CRD# 4517161) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Meriden, CT and has over 22 years of experience in the finance industry.
Paula Cohen (CRD# 2489374) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Portland, CT and has over 29 years of experience in the finance industry.