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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
Russell Gorman (CRD# 4135156) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Lenox, MA and has over 14 years of experience in the finance industry. Russell Gorman 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.
Elizabeth Greak (CRD# 2460664) is an Investment Advisor Representative working at Securities America Advisors, Inc. in New Hartford, CT and has over 28 years of experience in the finance industry.
Francis Hanley (CRD# 1473476) is an Investment Advisor Representative working at Hanley & Associates LLC in Pittsfield, MA and has over 37 years of experience in the finance industry.
Shaun Heimann (CRD# 3165176) is an Investment Advisor Representative working at Wells Fargo Advisors in Pittsfield, MA and has over 25 years of experience in the finance industry.
Jodi Hills (CRD# 2549040) is an Investment Advisor Representative working at Lpl Financial LLC in Hudson, NY and has over 26 years of experience in the finance industry.
Seth Hoffman (CRD# 4644285) is an Investment Advisor Representative working at American Investment Services Inc. in Great Barrington, MA and has over 21 years of experience in the finance industry.
Peter Hussey (CRD# 1023597) is an Investment Advisor Representative working at Next Financial Group, Inc. in Ravena, NY and has over 38 years of experience in the finance industry. Peter Hussey 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.
Ryan Hussey (CRD# 5730342) is an Investment Advisor Representative working at Next Financial Group, Inc. in Ravena, NY and has over 14 years of experience in the finance industry.
Mark Jones (CRD# 2228086) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Litchfield, CT and has over 31 years of experience in the finance industry.
Edvard Jorgensen (CRD# 4499232) is an Investment Advisor Representative working at Seahorse Financial Advisers Inc. in Millbrook, NY and has over 20 years of experience in the finance industry.