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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...
Matthew Forman (CRD# 4743917) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Glastonbury, CT and has over 19 years of experience in the finance industry.
Joseph Fountain (CRD# 6067514) is an Investment Advisor Representative working at Mml Investors Services, LLC in Glastonbury, CT and has over 8 years of experience in the finance industry.
Christian Fragoso (CRD# 1698814) is an Investment Advisor Representative working at Wells Fargo Advisors in Glastonbury, CT and has over 29 years of experience in the finance industry. Christian Fragoso 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.
Edward Fredericks (CRD# 1095689) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Glastonbury, CT and has over 28 years of experience in the finance industry.
Alison Gaffney (CRD# 4649361) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Glastonbury, CT and has over 20 years of experience in the finance industry.
Mark Garvey (CRD# 1189465) is an Investment Advisor Representative working at Prudential Financial Planning Services in Glastonbury, CT and has over 26 years of experience in the finance industry.
Holly Geer (CRD# 6236629) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Glastonbury, CT and has over 8 years of experience in the finance industry.
Jason Gentile (CRD# 4588461) is an Investment Advisor Representative working at Symmetry Partners in Glastonbury, CT and has over 20 years of experience in the finance industry. Jason Gentile 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.
Jeffrey Giantonio (CRD# 2660402) is an Investment Advisor Representative working at Smith Brothers Financial, LLC in Glastonbury, CT and has over 13 years of experience in the finance industry.
Kathleen Gibilisco (CRD# 2831324) is an Investment Advisor Representative working at Adviceone Advisory Services, LLC in Glastonbury, CT and has over 17 years of experience in the finance industry.