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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...
Steven Bokoff (CRD# 4650243) is an Investment Advisor Representative working at Thames Financial Management in Norwich, CT and has 1 year of experience in the finance industry. Steven Bokoff 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.
Andrea Bongiovanni (CRD# 5699915) is an Investment Advisor Representative working at Newedge Advisors in Milldale, CT and has over 15 years of experience in the finance industry.
Ty Bongiovanni (CRD# 5189480) is an Investment Advisor Representative working at Newedge Advisors in Milldale, CT and has over 17 years of experience in the finance industry.
Andrew Boone (CRD# 2951077) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New Haven, CT and has over 21 years of experience in the finance industry.
Christopher Borajkiewicz (CRD# 3067002) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in North Haven, CT and has over 25 years of experience in the finance industry.
Pawel Borowiec (CRD# 4665370) is an Investment Advisor Representative working at Norfield Capital, LLC in Madison, CT and has over 14 years of experience in the finance industry.
Paul Bortnick (CRD# 4683215) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cheshire, CT and has over 20 years of experience in the finance industry.
Devin Bourque (CRD# 6131704) is an Investment Advisor Representative working at Ht Partners LLC in Centerbrook, CT and has over 11 years of experience in the finance industry. Devin Bourque 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.
Patrick Boutilier (CRD# 4935304) is an Investment Advisor Representative working at Lpl Financial LLC in Hamden, CT and has over 18 years of experience in the finance industry.
Robert Bowman (CRD# 6556039) is an Investment Advisor Representative working at Snowden Capital Advisors LLC in New Haven, CT and has over 8 years of experience in the finance industry. Robert Bowman 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.