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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...
Radford Brogden (CRD# 5335401) is an Investment Advisor Representative working at Compass Wealth Management LLC in Guilford, CT and has over 16 years of experience in the finance industry.
Theodore Brooks (CRD# 2628214) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in North Haven, CT and has over 27 years of experience in the finance industry.
Linda Brophy (CRD# 5592935) is an Investment Advisor Representative working at Edward Jones in Essex, CT and has over 15 years of experience in the finance industry.
Frederick Brose (CRD# 4157818) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Meriden, CT and has over 23 years of experience in the finance industry.
David Brown (CRD# 3178631) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Haven, CT and has over 24 years of experience in the finance industry.
Edward Brown (CRD# 2026102) is an Investment Advisor Representative working at G. A. Repple & Company in Tampa, FL and has over 30 years of experience in the finance industry. Edward Brown 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.
Rudolph Bruer (CRD# 2069611) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southold, NY and has over 33 years of experience in the finance industry.
Michael Bruno (CRD# 2158144) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Tampa, FL and has over 23 years of experience in the finance industry. Michael Bruno 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.
John Bubello (CRD# 4901918) is an Investment Advisor Representative working at Compass Retirement, LLC in Old Saybrook, CT and has over 19 years of experience in the finance industry. John Bubello 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 Bullard (CRD# 34973) is an Investment Advisor Representative working at On Investment Management Co in Branford, CT and has over 26 years of experience in the finance industry.