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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...
Alexander Bijanada (CRD# 4712979) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Haven, CT and has over 20 years of experience in the finance industry.
Robert Bishop (CRD# 6010626) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Farmington, CT and has over 11 years of experience in the finance industry.
Thomas Bivona (CRD# 2315680) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Glastonbury, CT and has over 31 years of experience in the finance industry.
Stephen Bliss (CRD# 1016394) is an Investment Advisor Representative working at Morgan Stanley in New Haven, CT and has over 41 years of experience in the finance industry.
Joyce Bloomquist (CRD# 4923711) is an Investment Advisor Representative working at Apella Wealth in West Hartford, CT and has over 20 years of experience in the finance industry. Joyce Bloomquist 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.
Hugh Blozie (CRD# 1095775) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Farmington, CT and has over 38 years of experience in the finance industry.
Joel Blum (CRD# 4905379) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westbrook, CT and has over 19 years of experience in the finance industry.
Mark Bobruff (CRD# 4365757) is an Investment Advisor Representative working at Prudential Financial Planning Services in Glastonbury, CT and has over 23 years of experience in the finance industry.
Richard Boccaccio (CRD# 1330933) is an Investment Advisor Representative working at On Investment Management Co in Lyme, CT and has over 26 years of experience in the finance industry.
Bryan Bogen (CRD# 2114891) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Hamden, CT and has over 32 years of experience in the finance industry. Bryan Bogen 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.