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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...
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 29 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.
Jason Bear (CRD# 5768783) is an Investment Advisor Representative working at Compass Wealth Management LLC in Guilford, CT and has over 13 years of experience in the finance industry.
Julie Beauchamp (CRD# 2344913) is an Investment Advisor Representative working at Wells Fargo Advisors in Southington, CT and has over 26 years of experience in the finance industry. Julie Beauchamp 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.
Jeremy Beitel (CRD# 3005952) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Cheshire, CT and has over 26 years of experience in the finance industry. Jeremy Beitel 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.
Richard Belanger (CRD# 6412149) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in North Haven, CT and has over 9 years of experience in the finance industry.
Chad Bell (CRD# 4073111) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Meriden, CT and has over 23 years of experience in the finance industry. Chad Bell 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.
Clay Bell (CRD# 3122000) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Meriden, CT and has over 25 years of experience in the finance industry.
Michael Bencivengo (CRD# 3222254) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in North Haven, CT and has over 24 years of experience in the finance industry.