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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...
Gregory Guidone (CRD# 1032687) is an Investment Advisor Representative working at East Guilford Financial Services LLC in Madison, CT and has over 37 years of experience in the finance industry. Gregory Guidone 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.
Rogerella Kasimir (CRD# 2295449) is an Investment Advisor Representative working at Principle Wealth in Madison, CT and has over 23 years of experience in the finance industry.
Michael Kelly (CRD# 7214893) is an Investment Advisor Representative working at Reach Strategic Wealth LLC in Madison, CT and has 1 year of experience in the finance industry. Michael Kelly 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.
Richard Kos (CRD# 1805476) is an Investment Advisor Representative working at Sursum Financial LLC in Madison, CT and has over 35 years of experience in the finance industry.
Lauren Latorre-Osterling (CRD# 2567117) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Madison, CT and has over 26 years of experience in the finance industry.
John Ruffo (CRD# 7348249) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Madison, CT and has over 2 years of experience in the finance industry.
Yaldez Abdel Samed (CRD# 5623606) is an Investment Advisor Representative working at Citizens Securities, Inc. in East Hampton, CT and has over 14 years of experience in the finance industry.
Frank Abel (CRD# 4288358) is an Investment Advisor Representative working at Commonwealth Financial Network in Essex, CT and has over 23 years of experience in the finance industry.
Halima Adam Dabre (CRD# 6155140) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New Haven, CT and has over 10 years of experience in the finance industry.