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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...
Jessica Alvarez (CRD# 4249909) is an Investment Advisor Representative working at Virtus Investment Advisers, Inc. in Hartford, CT and has over 23 years of experience in the finance industry.
Mario Alvino (CRD# 4509908) is an Investment Advisor Representative working at Commonwealth Financial Network in Glastonbury, CT and has over 21 years of experience in the finance industry.
Dante Ambrogio (CRD# 5808242) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Hartford, CT and has over 10 years of experience in the finance industry.
Beverly Amon (CRD# 5549866) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Glastonbury, CT and has over 15 years of experience in the finance industry.
Christopher Amon (CRD# 5225643) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Glastonbury, CT and has over 17 years of experience in the finance industry. Christopher Amon 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.
Stephen Anagnostou (CRD# 5542510) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Hartford, CT and has over 15 years of experience in the finance industry.
Eric Anderson (CRD# 2813282) is an Investment Advisor Representative working at Hfm Wealth Management in Hartford, CT and has 1 year of experience in the finance industry.
Robin Anderson (CRD# 5011792) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Hartford, CT and has over 17 years of experience in the finance industry.
Tawana Anderson (CRD# 5561531) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Hartford, CT and has over 5 years of experience in the finance industry.
William Anderson (CRD# 5681835) is an Investment Advisor Representative working at Redwood Private Wealth in Bolton, CT and has over 14 years of experience in the finance industry. William Anderson 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.