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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
Heidi Hanson (CRD# 2888615) is an Investment Advisor Representative working at Commonwealth Financial Network in Waltham, MA and has over 26 years of experience in the finance industry. Heidi Hanson 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.
Richard Hanson (CRD# 5993096) is an Investment Advisor Representative working at Commonwealth Financial Network in Waltham, MA and has over 6 years of experience in the finance industry.
Jeffrey Harrington (CRD# 6992226) is an Investment Advisor Representative working at Hightower Advisors, LLC in Waltham, MA and has 1 year of experience in the finance industry. Jeffrey Harrington 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.
Brian Harrison (CRD# 3227937) is an Investment Advisor Representative working at Savvi Financial LLC in Waltham, MA and has over 20 years of experience in the finance industry. Brian 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.
Gregory Hart (CRD# 4279951) is an Investment Advisor Representative working at Lpl Financial LLC in Waltham, MA and has over 23 years of experience in the finance industry. Gregory Hart 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.
Lindsay-mae Hartman (CRD# 4054914) is an Investment Advisor Representative working at Advice And Planning Services in Waltham, MA and has over 24 years of experience in the finance industry.
John Healy (CRD# 5671693) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 11 years of experience in the finance industry. John 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.
William Heitin (CRD# 5736775) is an Investment Advisor Representative working at Windrose Advisors LLC in Waltham, MA and has over 13 years of experience in the finance industry.
Keenan Henriques (CRD# 6553767) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 8 years of experience in the finance industry. Keenan Henriques 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.
Brendan Herlihy (CRD# 2620937) is an Investment Advisor Representative working at Excalibur Management Corp in Waltham, MA and has over 28 years of experience in the finance industry. Brendan Herlihy 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.