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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...
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Peter Cuddy (CRD# 5899022) is an Investment Advisor Representative working at Citizens Securities, Inc. in Richmond, RI and has over 13 years of experience in the finance industry.
Sandra Cummings (CRD# 4910544) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Warwick, RI and has over 18 years of experience in the finance industry. Sandra Cummings 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.
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James Curran (CRD# 1018208) is an Investment Advisor Representative working at Wells Fargo Advisors in Narragansett, RI and has over 42 years of experience in the finance industry.
Joseph Curran (CRD# 3024167) is an Investment Advisor Representative working at Breachway Investments, LLC in Charlestown, RI and has over 24 years of experience in the finance industry. Joseph Curran 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.
Tyler Curtis (CRD# 5657967) is an Investment Advisor Representative working at Lpl Financial LLC in Tampa, FL and has over 14 years of experience in the finance industry.