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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
Charles Headley (CRD# 1859426) is an Investment Advisor Representative working at Lpl Financial LLC in Butler, PA and has over 35 years of experience in the finance industry.
Renee Hefner (CRD# 5567139) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Canfield, OH and has over 12 years of experience in the finance industry.
Kevin Helmick (CRD# 2414449) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Canfield, OH and has over 27 years of experience in the finance industry. Kevin Helmick 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.
Joseph Henegan (CRD# 1488602) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, PA and has over 38 years of experience in the finance industry. Joseph Henegan 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.
Zachary Henegan (CRD# 6516748) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, PA and has over 7 years of experience in the finance industry.
Daniel Henry (CRD# 4271808) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Youngstown, OH and has over 22 years of experience in the finance industry.
Marcus Hernandez (CRD# 4902687) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Poland, OH and has over 18 years of experience in the finance industry.
Gary Hesselgesser (CRD# 4732467) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in New Castle, PA and has over 20 years of experience in the finance industry.
Roberta Hiller (CRD# 3214393) is an Investment Advisor Representative working at Primerica Advisors in Youngstown, OH and has over 25 years of experience in the finance industry.
Lisa Hlinka (CRD# 5716047) is an Investment Advisor Representative working at Primerica Advisors in Youngstown, OH and has over 12 years of experience in the finance industry.