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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...
Mark Coletta (CRD# 3259187) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Colchester, CT and has over 24 years of experience in the finance industry.
Frederick Condit (CRD# 6745881) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Haven, CT and has over 5 years of experience in the finance industry.
Mark Connell (CRD# 6987803) is an Investment Advisor Representative working at Commonwealth Financial Network in Brandford, CT and has over 5 years of experience in the finance industry.
Leo Connors (CRD# 4727345) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in New Haven, CT and has over 18 years of experience in the finance industry. Leo Connors 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.
Leo Connors (CRD# 2685956) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in New Haven, CT and has over 28 years of experience in the finance industry.
Elizabeth Cook (CRD# 1025179) is an Investment Advisor Representative working at Diastole Wealth Management in Guilford, CT and has over 30 years of experience in the finance industry.
Michael Cook (CRD# 4183594) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Meriden, CT and has over 24 years of experience in the finance industry.
Alan Cooper (CRD# 1763776) is an Investment Advisor Representative working at Kovack Advisors, Inc. in Old Saybrook, CT and has over 19 years of experience in the finance industry.
Susan Cooper (CRD# 1201256) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in North Haven, CT and has over 38 years of experience in the finance industry. Susan Cooper 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.
Christopher Coppola (CRD# 2334236) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in North Haven, CT and has over 31 years of experience in the finance industry.