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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...
Martin Anastasio (CRD# 4505577) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Woodbridge, CT and has over 21 years of experience in the finance industry.
Dean Anatra (CRD# 6604951) is an Investment Advisor Representative working at William Joseph Capital Management, Inc. in Madison, CT and has over 8 years of experience in the finance industry.
Patricia Anderson (CRD# 2626852) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Guilford, CT and has over 25 years of experience in the finance industry.
Adrian Andreotta (CRD# 5965605) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Southington, CT and has over 12 years of experience in the finance industry. Adrian Andreotta 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.
Jonathan Andrews (CRD# 5700961) is an Investment Advisor Representative working at Lpl Financial LLC in Farmington, CT and has over 14 years of experience in the finance industry.
Richard Andrews (CRD# 2169851) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in New Haven, CT and has over 32 years of experience in the finance industry.
Charles Andriole (CRD# 1043075) is an Investment Advisor Representative working at Hightower Advisors, LLC in Madison, CT and has over 40 years of experience in the finance industry.
Alexander Angst (CRD# 6309508) is an Investment Advisor Representative working at Johnson Brunetti in Wethersfield, CT and has over 9 years of experience in the finance industry. Alexander Angst 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.
Christopher Annello (CRD# 5998570) is an Investment Advisor Representative working at Sagebroadview Wealth Management, LLC in Farmington, CT and has over 12 years of experience in the finance industry. Christopher Annello 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.
Lawrence Annello (CRD# 4650103) is an Investment Advisor Representative working at Sagebroadview Wealth Management, LLC in Farmington, CT and has 1 year of experience in the finance industry. Lawrence Annello 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.