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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
Jeffrey Hart (CRD# 1302091) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ocala, FL and has over 39 years of experience in the finance industry.
Michael Hart (CRD# 4969076) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ocala, FL and has over 17 years of experience in the finance industry.
Donald Hartman (CRD# 4232505) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Gainesville, FL and has over 2 years of experience in the finance industry.
Karen Harvey (CRD# 2487214) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Gainesville, FL and has over 25 years of experience in the finance industry.
David Haslam (CRD# 5918758) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ocala, FL and has over 12 years of experience in the finance industry.
Mitchell Hay (CRD# 6344587) is an Investment Advisor Representative working at Koss-olinger Consulting, LLC in Gainesville, FL and has over 8 years of experience in the finance industry. Mitchell Hay 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.
Jonathan Heise (CRD# 5911913) is an Investment Advisor Representative working at Forecast Financial LLC in Newberry, FL and has over 12 years of experience in the finance industry.
Dale Hemmelgarn (CRD# 841163) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Ocala, FL and has over 24 years of experience in the finance industry.
Keith Heritage (CRD# 5231172) is an Investment Advisor Representative working at Prosperity Capital Advisors in Newberry, FL and has over 17 years of experience in the finance industry.
Carlos Hernandez (CRD# 4638766) is an Investment Advisor Representative working at Lifemark Securities Corp. in Ocala, FL and has over 21 years of experience in the finance industry.