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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...
Terence O'grady (CRD# 1628151) is an Investment Advisor Representative working at O'grady Financial LLC in Tampa, FL and has over 26 years of experience in the finance industry. Terence O'grady 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.
Harry Orr (CRD# 2592269) is an Investment Advisor Representative working at Orr Financial, LLC in Tampa, FL and has over 26 years of experience in the finance industry.
Diana Persaud (CRD# 2591759) is an Investment Advisor Representative working at Lpl Financial LLC in Tampa, FL and has over 29 years of experience in the finance industry.
Nolan Reagan (CRD# 5201954) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Tampa, FL and has over 15 years of experience in the finance industry.
Andrea Register (CRD# 4853059) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tampa, FL and has over 19 years of experience in the finance industry.
Amy Riddell (CRD# 5716677) is an Investment Advisor Representative working at Aft Financial Planning in Tampa, FL and has over 10 years of experience in the finance industry. Amy Riddell 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 Robbins (CRD# 2497144) is an Investment Advisor Representative working at Lpl Financial LLC in Tampa, FL and has over 20 years of experience in the finance industry.
Simon Rosenberg (CRD# 5470488) is an Investment Advisor Representative working at Homestead Financial Partners in Tampa, FL and has 1 year of experience in the finance industry.
Thomas Rouse (CRD# 2051898) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 15 years of experience in the finance industry.
Shahid Saigol (CRD# 2684862) is an Investment Advisor Representative working at Virtus Investment Advisers, Inc. in Tampa, FL and has over 27 years of experience in the finance industry.