-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Briana Harmon (CRD# 6233149) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Roseville, CA and has over 8 years of experience in the finance industry.
Steven Harris (CRD# 4278020) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Roseville, CA and has over 23 years of experience in the finance industry. Steven Harris 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.
Charles Harrison (CRD# 6329653) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Roseville, CA and has over 9 years of experience in the finance industry. Charles Harrison 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.
Donna Harrison (CRD# 4854083) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Roseville, CA and has over 19 years of experience in the finance industry.
Patrick Hassna (CRD# 2283287) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Roseville, CA and has over 31 years of experience in the finance industry.
Michael Hawkes (CRD# 2993230) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Roseville, CA and has over 26 years of experience in the finance industry.
Patricia Hawkins (CRD# 4959598) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Roseville, CA and has over 13 years of experience in the finance industry.
Barbara Healy (CRD# 2529276) is an Investment Advisor Representative working at Allworth Financial, LP in Roseville, CA and has over 29 years of experience in the finance industry. Barbara Healy 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.
Brad Heaps (CRD# 4888813) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Roseville, CA and has over 19 years of experience in the finance industry.
David Hedger (CRD# 2017668) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Roseville, CA and has over 33 years of experience in the finance industry. David Hedger 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.