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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...
Joel Blum (CRD# 4905379) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westbrook, CT and has over 19 years of experience in the finance industry.
Vincent Crudo (CRD# 1706739) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Westbrook, CT and has over 36 years of experience in the finance industry.
Abbas Danesh (CRD# 3264746) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Westbrook, CT and has over 24 years of experience in the finance industry.
Mary Anne Hartney (CRD# 1020933) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Westbrook, CT and has over 24 years of experience in the finance industry.
Garrett Hofer (CRD# 4292291) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Westbrook, CT and has over 23 years of experience in the finance industry. Garrett Hofer 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.
Donna Judge (CRD# 2326739) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Westbrook, CT and has over 30 years of experience in the finance industry.
David Scranton (CRD# 1711211) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Westbrook, CT and has over 27 years of experience in the finance industry. David Scranton 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.
Scott Trevethan (CRD# 2333572) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Westbrook, CT and has over 29 years of experience in the finance industry.
Patrick Witheril (CRD# 1092721) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Westbrook, CT and has over 40 years of experience in the finance industry.