-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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...
Susan Chatfield (CRD# 2580078) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Glastonbury, CT and has over 29 years of experience in the finance industry.
David Chieco (CRD# 5664351) is an Investment Advisor Representative working at Chieco Capital Management, LLC in Glastonbury, CT and has 1 year of experience in the finance industry.
Rebecca Cioban (CRD# 5636283) is an Investment Advisor Representative working at Symmetry Partners in Glastonbury, CT and has over 14 years of experience in the finance industry.
Timothy Collins (CRD# 2367063) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Glastonbury, CT and has over 29 years of experience in the finance industry.
James Combs (CRD# 3002167) is an Investment Advisor Representative working at Level Four Advisory Services in Glastonbury, CT and has over 19 years of experience in the finance industry.
Bria Comer (CRD# 6481007) is an Investment Advisor Representative working at Adviceone Advisory Services, LLC in Glastonbury, CT and has over 7 years of experience in the finance industry. Bria Comer 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.
Kelsey Conklin (CRD# 5679776) is an Investment Advisor Representative working at Commonwealth Financial Network in Glastonbury, CT and has over 12 years of experience in the finance industry.
David Connelly (CRD# 2269331) is an Investment Advisor Representative working at Symmetry Partners in Glastonbury, CT and has over 31 years of experience in the finance industry.
Wayne Connors (CRD# 2085893) is an Investment Advisor Representative working at Black Swan Wealth Management in Glastonbury, CT and has over 33 years of experience in the finance industry.
Matthew Corjulo (CRD# 6851024) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Glastonbury, CT and has over 5 years of experience in the finance industry.