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Distance Only Melbourne, FL
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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
Barbara Halgren (CRD# 4014328) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Melbourne, FL and has over 24 years of experience in the finance industry. Barbara Halgren 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.
Viki Hamilton (CRD# 4144208) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Melbourne, FL and has over 23 years of experience in the finance industry.
Lisa Hayes (CRD# 5379663) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Melbourne, FL and has over 16 years of experience in the finance industry.
Edward Hecker (CRD# 1397090) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Melbourne, FL and has over 38 years of experience in the finance industry. Edward Hecker 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.
Paul Henneman (CRD# 5925916) is an Investment Advisor Representative working at Valuengine Capital Management LLC in Melbourne, FL and has over 10 years of experience in the finance industry.
Dona Hertz (CRD# 4224432) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Melbourne, FL and has over 23 years of experience in the finance industry.
Tisha Hill (CRD# 2665181) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Melbourne, FL and has over 23 years of experience in the finance industry.
Jeffrey Hoffman (CRD# 1809815) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Melbourne, FL and has over 35 years of experience in the finance industry.
Jason Holland (CRD# 5620575) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Melbourne, FL and has over 15 years of experience in the finance industry.
Denise Holloway (CRD# 5719495) is an Investment Advisor Representative working at Avantax Advisory Services in Melbourne, FL and has over 8 years of experience in the finance industry.