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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...
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.
Matthew Corthell (CRD# 6851414) is an Investment Advisor Representative working at Wooster Corthell Wealth Management, Inc. in Glastonbury, CT and has 1 year of experience in the finance industry.
Matthew Couzens (CRD# 4690640) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Glastonbury, CT and has over 20 years of experience in the finance industry.
Jeffrey Cowling (CRD# 1938560) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Glastonbury, CT and has over 22 years of experience in the finance industry. Jeffrey Cowling 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.
Bob Cross (CRD# 2379247) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 30 years of experience in the finance industry.
James Cutler (CRD# 3052043) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 25 years of experience in the finance industry.
Gerard De Labry (CRD# 4887866) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 15 years of experience in the finance industry.
John Decker (CRD# 2777266) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Glastonbury, CT and has over 27 years of experience in the finance industry.
Mathew Degroff (CRD# 6538590) 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. Mathew Degroff 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.