Jill Hennessey, financial advisor Harvard MA

Jill Hennessey

CRD Number: 5860404
Current Firm: Drumlin Financial Advisory

Jill Hennessey (CRD# 5860404) is an Investment Advisor Representative working at Drumlin Financial Advisory in Harvard, MA and has over 13 years of experience in the finance industry. Jill Hennessey 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.

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Professional Designations
Company Name Location Dates Years
Drumlin Financial Advisory Harvard, MA Jan 2011 - Current 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2011
Contact Info for Jill C. Hennessey
Phone Number: 978-235-0647
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States

MA

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