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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...
Craig Bernard (CRD# 1554830) is an Investment Advisor Representative working at Lpl Financial LLC in Madison, CT and has over 35 years of experience in the finance industry. Craig Bernard 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.
Jacqueline Bianco (CRD# 1622856) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Sag Harbor, NY and has over 27 years of experience in the finance industry.
Alexander Bijanada (CRD# 4712979) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Haven, CT and has over 20 years of experience in the finance industry.
Kerri Biondo (CRD# 6737369) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Riverhead, NY and has over 5 years of experience in the finance industry.
Stephen Bliss (CRD# 1016394) is an Investment Advisor Representative working at Morgan Stanley in New Haven, CT and has over 40 years of experience in the finance industry.
Joel Blum (CRD# 4905379) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westbrook, CT and has over 19 years of experience in the finance industry.
Stephen Bohan (CRD# 2101383) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Guilford, CT and has over 27 years of experience in the finance industry.
Andrew Boone (CRD# 2951077) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New Haven, CT and has over 20 years of experience in the finance industry.
Pawel Borowiec (CRD# 4665370) is an Investment Advisor Representative working at Norfield Capital, LLC in Madison, CT and has over 14 years of experience in the finance industry.
Victoria Boswell (CRD# 2615937) is an Investment Advisor Representative working at Stephens Consulting, LLC in Tampa, FL and has over 27 years of experience in the finance industry.