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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...
Patrick Duff (CRD# 1192139) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New Haven, CT and has over 40 years of experience in the finance industry.
David Dufour (CRD# 1922720) is an Investment Advisor Representative working at Lpl Financial LLC in New Britain, CT and has over 35 years of experience in the finance industry.
Sharon Dufresne (CRD# 1608685) is an Investment Advisor Representative working at Avantax Advisory Services in South Lyme, CT and has over 19 years of experience in the finance industry. Sharon Dufresne 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.
Colin Dugan (CRD# 5422959) is an Investment Advisor Representative working at Principle Wealth in Madison, CT and has over 15 years of experience in the finance industry. Colin Dugan 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.
Daniel Dunn (CRD# 1149045) is an Investment Advisor Representative working at Mml Investors Services, LLC in Waterford, CT and has over 24 years of experience in the finance industry.
John Dusza (CRD# 2924751) is an Investment Advisor Representative working at Wells Fargo Advisors in Guilford, CT and has over 26 years of experience in the finance industry. John Dusza 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.
William Duvall (CRD# 4746407) is an Investment Advisor Representative working at Sightline Wealth Advisors, LLC in Groton, CT and has over 15 years of experience in the finance industry.
Roderick Duxbury (CRD# 4880536) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Waterford, CT and has over 19 years of experience in the finance industry.
Marc Dynder (CRD# 3253279) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southington, CT and has over 24 years of experience in the finance industry. Marc Dynder 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.
Theodore Earl (CRD# 2743386) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Middle Haddam, CT and has over 28 years of experience in the finance industry.