-
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...
Steven Baklas (CRD# 6740403) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Haven, CT and has over 7 years of experience in the finance industry.
Deborah Baldyga (CRD# 1945431) is an Investment Advisor Representative working at Commonwealth Financial Network in North Haven, CT and has over 33 years of experience in the finance industry.
Steven Banaletti (CRD# 2233246) is an Investment Advisor Representative working at Lpl Financial LLC in Higganum, CT and has over 31 years of experience in the finance industry.
Andrew Banks (CRD# 1715217) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in New Haven, CT and has over 32 years of experience in the finance industry.
Bury Barbier (CRD# 2256489) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Meriden, CT and has over 27 years of experience in the finance industry.
Carlos Barbosa (CRD# 4489840) is an Investment Advisor Representative working at Horizon Investments LLC in Guilford, CT and has over 22 years of experience in the finance industry.
Stephen Bates (CRD# 2373075) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 19 years of experience in the finance industry.
Robert Batick (CRD# 2192524) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Guilford, CT and has over 32 years of experience in the finance industry.
Andrew Bauer (CRD# 2569665) is an Investment Advisor Representative working at Commonwealth Financial Network in Cromwell, CT and has over 28 years of experience in the finance industry.
Christopher Beale (CRD# 1219495) is an Investment Advisor Representative working at New England Capital Financial Advisors LLC in South Meriden, CT and has over 37 years of experience in the finance industry. Christopher Beale 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.