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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...
Victor Adler (CRD# 1654) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Glastonbury, CT and has over 40 years of experience in the finance industry.
Keith Albert (CRD# 4641247) 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.
Michael Alimo (CRD# 4727586) is an Investment Advisor Representative working at U.s.a. Financial & Tax Services, LLC in Glastonbury, CT and has over 20 years of experience in the finance industry.
James Allen (CRD# 2907107) is an Investment Advisor Representative working at Cornerstone Planning Group in Glastonbury, CT and has over 26 years of experience in the finance industry.
Sean Allen (CRD# 4868991) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Glastonbury, CT and has over 18 years of experience in the finance industry.
Mario Alvino (CRD# 4509908) is an Investment Advisor Representative working at Commonwealth Financial Network in Glastonbury, CT and has over 21 years of experience in the finance industry.
Beverly Amon (CRD# 5549866) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Glastonbury, CT and has over 15 years of experience in the finance industry.
Christopher Amon (CRD# 5225643) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Glastonbury, CT and has over 17 years of experience in the finance industry. Christopher Amon 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.
Leslie Archambault (CRD# 2864622) 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.