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Distance Only Tampa, FL
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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...
Vicki Beam (CRD# 4367996) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 23 years of experience in the finance industry.
Christopher Beatty (CRD# 5655045) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Tampa, FL and has over 6 years of experience in the finance industry.
Lance Becatti (CRD# 1207590) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Tampa, FL and has over 31 years of experience in the finance industry.
Brian Beck (CRD# 4446626) is an Investment Advisor Representative working at Stancorp Investment Advisers, Inc. in Tampa, FL and has over 22 years of experience in the finance industry.
Paul Bedinger (CRD# 719792) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Tampa, FL and has over 43 years of experience in the finance industry.
Scott Belanger (CRD# 4516348) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 21 years of experience in the finance industry. Scott Belanger 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.
Tj Belcher (CRD# 2482755) is an Investment Advisor Representative working at Morgan Stanley in Tampa, FL and has over 29 years of experience in the finance industry.
Todd Belfiore (CRD# 1952360) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Tampa, FL and has over 34 years of experience in the finance industry.
Jerry Belnap (CRD# 2661482) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 28 years of experience in the finance industry.
James Belyeu (CRD# 4280994) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 23 years of experience in the finance industry. James Belyeu 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.