-
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...
Richard Andrews (CRD# 2169851) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in New Haven, CT and has over 32 years of experience in the finance industry.
Scott Andrews (CRD# 6171931) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Windsor, CT and has over 10 years of experience in the finance industry.
Brian Andrus (CRD# 1450626) is an Investment Advisor Representative working at Wellspring Financial, LLC in South Windsor, CT and has over 24 years of experience in the finance industry. Brian Andrus 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.
Daniel Angelillo (CRD# 6014367) is an Investment Advisor Representative working at Voya Retirement Advisors, LLC in Windsor, CT and has over 10 years of experience in the finance industry.
Christopher Annello (CRD# 5998570) is an Investment Advisor Representative working at Sagebroadview Wealth Management, LLC in Farmington, CT and has over 12 years of experience in the finance industry. Christopher Annello 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.
Lawrence Annello (CRD# 4650103) is an Investment Advisor Representative working at Sagebroadview Wealth Management, LLC in Farmington, CT and has 1 year of experience in the finance industry. Lawrence Annello 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.
Michael Annunziata (CRD# 718310) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in North Haven, CT and has over 32 years of experience in the finance industry.
Eugene Antosh (CRD# 5450983) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Portland, CT and has over 16 years of experience in the finance industry.
Jason Apruzzese (CRD# 5218589) is an Investment Advisor Representative working at Osaic Institutions, Inc. in South Windsor, CT and has over 17 years of experience in the finance industry.
Paul Aquila (CRD# 2640430) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in North Haven, CT and has over 28 years of experience in the finance industry.