-
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...
Thomas Dillon (CRD# 4634502) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Southington, CT and has over 19 years of experience in the finance industry.
Robert Dimarco (CRD# 4671136) is an Investment Advisor Representative working at Professional Alliance Associates, LLC in Madison, CT and has over 22 years of experience in the finance industry.
Thomas Dittmeier (CRD# 6361758) is an Investment Advisor Representative working at Lpl Financial LLC in Waterford, CT and has over 9 years of experience in the finance industry.
Elena Dixon (CRD# 1978355) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in New Haven, CT and has over 10 years of experience in the finance industry.
Michael Dixon (CRD# 2854978) is an Investment Advisor Representative working at The Colony Group, LLC in Tampa, FL and has over 27 years of experience in the finance industry. Michael Dixon 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.
Kieran Doherty (CRD# 4753903) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Haven, CT and has over 20 years of experience in the finance industry.
Michael Doherty (CRD# 1138048) is an Investment Advisor Representative working at Lpl Financial LLC in Uncasville, CT and has over 40 years of experience in the finance industry.
Brett Dolan (CRD# 3189738) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Guilford, CT and has over 25 years of experience in the finance industry.
Brendan Donahue (CRD# 5200848) is an Investment Advisor Representative working at Sovereign Financial Services in Rocky Hill, CT and has over 16 years of experience in the finance industry.
David Donaldson (CRD# 1155413) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 40 years of experience in the finance industry.