Heather BarniakCRD Number: 6118581
Current Firm: Axa Advisors, LLC
Heather Barniak (CRD# 6118581) is an Investment Advisor Representative working at Axa Advisors, LLC in Rochester, NY and has over 4 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Axa Advisors, LLC||New York, NY||Dec 2012 - Current||4|
|Alfred State||Alfred, NY||Aug 2008 - Sep 2012||4|
|Friendlys Cafe||Alfred, NY||Sep 2005 - May 2012||6|
|Alfred Almond Csd||Almond, NY||Sep 2002 - Jun 2008||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2013|
Total Assets Under Management9,867MILLIONS
Total Number of Accounts40,093ACCOUNTS
Average Account Value$246,096
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV