![Jansen Hein, financial advisor Halfmoon NY](/img/ws/profile-blank-sq.png)
Jansen Hein (CRD# 6161483) is an Investment Advisor Representative working at Steward Advisors Group, LLC in Halfmoon, NY and has 1 year of experience in the finance industry.
![Joseph Abed El Latif, financial advisor Halfmoon NY](/img/ws/profile-blank-sq.png)
CRD# 6091481
The Ayco Company, LP
![Anthony Accetta, financial advisor Halfmoon NY](/img/ws/profile-blank-sq.png)
CRD# 5123632
Cetera Investment Advisers LLC
![Marc Agel, financial advisor Halfmoon NY](/img/ws/profile-blank-sq.png)
CRD# 2853423
Albanyadvisor Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Steward Advisors Group | Clifton Park, NY | Jan 2023 - Current | 1 |
Heron Ventures | Chicago, IL | Jun 2021 - Current | 2 |
Illinois State Board Of Investment | Chicago, IL | Jun 2020 - Dec 2022 | 2 |
Unemployed | Chicago, IL | Jan 2020 - May 2020 | < 1 |
Ernst And Young | Chicago, IL | Sep 2011 - Dec 2019 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- IL
- NY
- TX
-
Total Assets Under Management36MILLIONS
-
Total Number of Accounts121ACCOUNTS
-
Average Account Value$293,733
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, FL, GA, IL, NH, NY, SC, TX, WA
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