-
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...
Teresa Benning (CRD# 5409639) is an Investment Advisor Representative working at Commonwealth Financial Network in Glastonbury, CT and has over 16 years of experience in the finance industry.
Jonathan Benson (CRD# 5113826) is an Investment Advisor Representative working at Lpl Financial LLC in Glastonbury, CT and has over 16 years of experience in the finance industry.
Charles Bergamo (CRD# 2788944) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in New Haven, CT and has over 27 years of experience in the finance industry.
Jenny Bergeron (CRD# 6185029) is an Investment Advisor Representative working at Lpl Financial LLC in Glastonbury, CT and has over 10 years of experience in the finance industry.
Michael Berling (CRD# 2796089) is an Investment Advisor Representative working at Mml Investors Services, LLC in New London, CT and has over 27 years of experience in the finance industry.
Craig Bernard (CRD# 1554830) is an Investment Advisor Representative working at Lpl Financial LLC in Madison, CT and has over 35 years of experience in the finance industry. Craig Bernard 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.
Scott Berney (CRD# 6483278) is an Investment Advisor Representative working at Lpl Financial LLC in North Haven, CT and has over 8 years of experience in the finance industry.
Christopher Berris (CRD# 1448682) is an Investment Advisor Representative working at Buell Investment Advisors in Glastonbury, CT and has over 37 years of experience in the finance industry.
Sandra Bertrand (CRD# 1476472) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Glastonbury, CT and has over 21 years of experience in the finance industry.
Anthony Bethea (CRD# 6688695) is an Investment Advisor Representative working at Citizens Securities, Inc. in Hamden, CT and has over 7 years of experience in the finance industry.