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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...
Jeffrey Connolly (CRD# 5990424) is an Investment Advisor Representative working at East End Financial Group, Inc. in Riverhead, NY and has over 12 years of experience in the finance industry.
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.
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.
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.
Alan Cooper (CRD# 1763776) is an Investment Advisor Representative working at Kovack Advisors, Inc. in Old Saybrook, CT and has over 18 years of experience in the finance industry.
Wendy Coppola (CRD# 2605277) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in New Haven, CT and has over 29 years of experience in the finance industry.
Joseph Corbett (CRD# 2169882) is an Investment Advisor Representative working at Equis Group LLC in Tampa, FL and has over 32 years of experience in the finance industry.
Matthew Corrigan (CRD# 6670620) is an Investment Advisor Representative working at Mml Investors Services, LLC in Guilford, CT and has over 7 years of experience in the finance industry. Matthew Corrigan 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.
James Covell (CRD# 1243121) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Hampton Bays, NY and has over 40 years of experience in the finance industry.
Deborah Craig (CRD# 2700281) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New Haven, CT and has over 28 years of experience in the finance industry.