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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...
Derek Bailey (CRD# 5234225) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 17 years of experience in the finance industry.
Susananne Bailey (CRD# 5615869) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Haven, CT and has over 14 years of experience in the finance industry.
Thomas Bailey (CRD# 4140683) is an Investment Advisor Representative working at Esi Financial Advisors in Glastonbury, CT and has over 24 years of experience in the finance industry.
John Baker (CRD# 2811706) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in West Hartford, CT and has over 25 years of experience in the finance industry.
Sharland Baker (CRD# 6080326) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Glastonbury, CT and has over 9 years of experience in the finance industry.
Timothy Baker, CFP® is the founder and CEO of WealthShape, an independent wealth management firm dedicated to fiduciary advice and evidence based investment management.
Timothy 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Timothy Baker (CRD# 2827344) is an Investment Advisor Representative working at Metric Financial, LLC in Simsbury, CT and has over 27 years of experience in the finance industry.
Vernon Baker (CRD# 2330904) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Farmington, CT and has over 30 years of experience in the finance industry.
Steven Baklas (CRD# 6740403) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Haven, CT and has over 7 years of experience in the finance industry.
Andrew Baldassarre (CRD# 1047256) is an Investment Advisor Representative working at Rossmore Private Capital, LLC in Glastonbury, CT and has over 15 years of experience in the finance industry.