-
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...
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.
Christopher Borajkiewicz (CRD# 3067002) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in North Haven, CT and has over 25 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.
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.
Montgomery Bradley (CRD# 1845915) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Mystic, CT and has over 34 years of experience in the finance industry.
Thomas Brett (CRD# 1871764) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Middletown, CT and has over 28 years of experience in the finance industry.
Mark Briggs (CRD# 2898839) is an Investment Advisor Representative working at Briggs Wealth Management, Inc. in Glastonbury, CT and has over 26 years of experience in the finance industry. Mark Briggs 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.
David Brisnehan (CRD# 5464653) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 16 years of experience in the finance industry.
Thomas Britt (CRD# 2193989) is an Investment Advisor Representative working at Benchmark Wealth Management, LLC in Old Lyme, CT and has over 23 years of experience in the finance industry. Thomas Britt 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.