Michelle Haass (CRD# 3208380) is an Investment Advisor Representative working at Esi Financial Advisors in Hopewell Junction, NY and has over 24 years of experience in the finance industry.
CRD# 1625203
Edward Jones
CRD# 7003143
Edward Jones
CRD# 3149166
Heritage Capital, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| National Life Group | Queensbury, NY | Jun 2015 - Current | 8 |
| Equity Services, Inc. | Montpelier, VT | Jun 2015 - Current | 8 |
| House | Hopewell Junction, NY | Aug 2014 - May 2015 | < 1 |
| M&t Securities | Rhinebeck, NY | Mar 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2000 |
- NY
-
Total Assets Under Management2,125MILLIONS
-
Total Number of Accounts11,558ACCOUNTS
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Average Account Value$183,834
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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