-
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...
Romaine Macomb (CRD# 1666416) is an Investment Advisor Representative working at Principle Wealth in Madison, CT and has over 36 years of experience in the finance industry. Romaine Macomb 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.
Mark Mannix (CRD# 2593931) is an Investment Advisor Representative working at Cooperative Funeral Fund Inc. in Madison, CT and has over 29 years of experience in the finance industry.
Joseph McAraw (CRD# 2275117) is an Investment Advisor Representative working at Principle Wealth in Madison, CT and has over 26 years of experience in the finance industry.
Christopher McFadden (CRD# 2837091) is an Investment Advisor Representative working at Hightower Advisors, LLC in Madison, CT and has over 25 years of experience in the finance industry.
Matthew Montana (CRD# 3195575) is an Investment Advisor Representative working at Hightower Advisors, LLC in Madison, CT and has over 24 years of experience in the finance industry. Matthew Montana 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.
Michelle Norbeau (CRD# 5814390) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Madison, CT and has over 13 years of experience in the finance industry.
Adam Novak (CRD# 6091335) is an Investment Advisor Representative working at Mml Investors Services, LLC in Madison, CT and has over 9 years of experience in the finance industry.
David O'connor (CRD# 1869411) is an Investment Advisor Representative working at Edward Jones in Madison, CT and has over 35 years of experience in the finance industry.
Laura Palumbo (CRD# 1262003) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Madison, CT and has over 30 years of experience in the finance industry.
Robert Paolucci (CRD# 4292225) is an Investment Advisor Representative working at Principle Wealth in Madison, CT and has over 23 years of experience in the finance industry. Robert Paolucci 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.