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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...
Patricia Walsh (CRD# 1526824) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Madison, CT and has over 37 years of experience in the finance industry.
Evan Wax (CRD# 4694935) is an Investment Advisor Representative working at Wax Asset Management LLC in Madison, CT and has over 20 years of experience in the finance industry.
Justin Lindahl (CRD# 6136989) is an Investment Advisor Representative working at Eagle Strategies LLC in Madison, CT and has over 10 years of experience in the finance industry.
John Bloomfield (CRD# 2459990) is an Investment Advisor Representative working at Lpl Financial LLC in Madison, CT and has over 29 years of experience in the finance industry.
Timothy Cashman (CRD# 7358196) is an Investment Advisor Representative working at Morgan Stanley in Madison, CT and has over 2 years of experience in the finance industry.
Andrew Cialek (CRD# 6368405) is an Investment Advisor Representative working at Principle Wealth in Madison, CT and has over 4 years of experience in the finance industry. Andrew Cialek 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.
Nicholas Debrizzi (CRD# 7816637) is an Investment Advisor Representative working at Morgan Stanley in Madison, CT and has 1 year of experience in the finance industry.
Ryan Famiglietti (CRD# 7475816) is an Investment Advisor Representative working at Principle Wealth in Madison, CT and has 1 year of experience in the finance industry.
Kyle Farrell (CRD# 6917782) is an Investment Advisor Representative working at Principle Wealth in Madison, CT and has 1 year of experience in the finance industry.
Brittany Feller (CRD# 6075844) is an Investment Advisor Representative working at Commonwealth Financial Network in Madison, CT and has over 3 years of experience in the finance industry.