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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
Shaun Heimann (CRD# 3165176) is an Investment Advisor Representative working at Wells Fargo Advisors in Pittsfield, MA and has over 25 years of experience in the finance industry.
Robert Hennes (CRD# 833753) is an Investment Advisor Representative working at Graypoint LLC in Albany, NY and has over 40 years of experience in the finance industry.
Jodi Herman (CRD# 5614952) is an Investment Advisor Representative working at Eagle Strategies LLC in Latham, NY and has over 10 years of experience in the finance industry.
Jodi Hills (CRD# 2549040) is an Investment Advisor Representative working at Lpl Financial LLC in Hudson, NY and has over 26 years of experience in the finance industry.
Emily Hoag (CRD# 6596598) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Albany, NY and has over 6 years of experience in the finance industry.
Seth Hoffman (CRD# 4644285) is an Investment Advisor Representative working at American Investment Services Inc. in Great Barrington, MA and has over 21 years of experience in the finance industry.
Timothy Holk (CRD# 1219185) is an Investment Advisor Representative working at D'arcangelo Financial Advisors, LLC in North Chatham, NY and has over 39 years of experience in the finance industry.
Mark Hulbert (CRD# 1875094) is an Investment Advisor Representative working at Equitable Advisors, LLC in Latham, NY and has over 35 years of experience in the finance industry.
Peter Hussey (CRD# 1023597) is an Investment Advisor Representative working at Next Financial Group, Inc. in Ravena, NY and has over 38 years of experience in the finance industry. Peter Hussey 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.
Ryan Hussey (CRD# 5730342) is an Investment Advisor Representative working at Next Financial Group, Inc. in Ravena, NY and has over 14 years of experience in the finance industry.