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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...
Bruce Giguere (CRD# 4602791) is an Investment Advisor Representative working at Prudential Financial Planning Services in Glastonbury, CT and has over 21 years of experience in the finance industry.
Evan Gilchrest (CRD# 5033823) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Glastonbury, CT and has over 17 years of experience in the finance industry. Evan Gilchrest 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.
Neil Goldberg (CRD# 1602963) 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.
Alejandro Gomez (CRD# 6789447) is an Investment Advisor Representative working at Rossmore Private Capital, LLC in Glastonbury, CT and has 1 year of experience in the finance industry.
Joshua Gottfried (CRD# 3124510) is an Investment Advisor Representative working at Commonwealth Financial Network in Glastonbury, CT and has over 25 years of experience in the finance industry. Joshua Gottfried 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.
Teodora Grant (CRD# 4769504) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 20 years of experience in the finance industry. Teodora Grant 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.
Robert Grenus (CRD# 2195781) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Glastonbury, CT and has over 26 years of experience in the finance industry.
David Grimaldi (CRD# 1079358) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Glastonbury, CT and has over 37 years of experience in the finance industry. David Grimaldi 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.
Joseph Gritzer (CRD# 2162679) is an Investment Advisor Representative working at Usi Securities, Inc. in Glastonbury, CT and has over 31 years of experience in the finance industry.
Michael Grossman (CRD# 2092687) is an Investment Advisor Representative working at Adviceone Advisory Services, LLC in Glastonbury, CT and has over 29 years of experience in the finance industry. Michael Grossman 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.