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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...
Paul Catalano (CRD# 4632955) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Colchester, CT and has over 21 years of experience in the finance industry.
Mark Cavasino (CRD# 2241287) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Glastonbury, CT and has over 31 years of experience in the finance industry. Mark Cavasino 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.
Tomas Cern (CRD# 4954028) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Tolland, CT and has over 18 years of experience in the finance industry.
Jason Cerniglia (CRD# 4390021) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mystic, CT and has over 22 years of experience in the finance industry. Jason Cerniglia 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 A Chambers Ii (CRD# 2373979) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New London, CT and has over 29 years of experience in the finance industry.
Daniel Champagne (CRD# 5714104) is an Investment Advisor Representative working at Mml Investors Services, LLC in Glastonbury, CT and has over 14 years of experience in the finance industry. Daniel Champagne 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 Chapel (CRD# 857747) is an Investment Advisor Representative working at Aurora Private Wealth, Inc. in Charlestown, RI and has over 39 years of experience in the finance industry.
Scott Chapman (CRD# 4886456) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Colchester, CT and has over 18 years of experience in the finance industry.
Kenneth Chase (CRD# 1457220) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in East Hartford, CT and has over 38 years of experience in the finance industry.
Gerald Chassang (CRD# 3177994) is an Investment Advisor Representative working at Suncoast Global Financial Advisers, LLC in Tampa, FL and has over 24 years of experience in the finance industry.