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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
Jared Haims (CRD# 4685658) is an Investment Advisor Representative working at Cooper/haims Advisors, LLC in Victor, NY and has over 20 years of experience in the finance industry. Jared Haims 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.
Habibe Hakiqi (CRD# 7853512) is an Investment Advisor Representative working at Métier Capital, LLC in Rochester, NY and has 1 year of experience in the finance industry.
John Harnish (CRD# 4813106) is an Investment Advisor Representative working at Prosperity Advisory Group LLC in Victor, NY and has over 19 years of experience in the finance industry. John Harnish 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.
Michael Hearn (CRD# 2131707) is an Investment Advisor Representative working at Genesee Capital Advisors, LLC in Auburn, NY and has over 32 years of experience in the finance industry.
Lucas Herrington (CRD# 5832795) is an Investment Advisor Representative working at Eagle Strategies LLC in Trumansburg, NY and has over 12 years of experience in the finance industry.
Amy Hrichak (CRD# 1847626) is an Investment Advisor Representative working at Mml Investors Services, LLC in Rochester, NY and has over 35 years of experience in the finance industry.
Scott Hurlbut (CRD# 1631482) is an Investment Advisor Representative working at Eagle Strategies LLC in Trumansburg, NY and has over 37 years of experience in the finance industry.
Dean Hutchinson (CRD# 5360174) is an Investment Advisor Representative working at Cooper/haims Advisors, LLC in Victor, NY and has over 16 years of experience in the finance industry. Dean Hutchinson 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.
Kenneth Ingersoll (CRD# 5235229) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Victor, NY and has over 17 years of experience in the finance industry.
Amy Kane (CRD# 3269393) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Geneva, NY and has over 23 years of experience in the finance industry.