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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
Marguerite Harvieux (CRD# 4739049) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wayzata, MN and has over 15 years of experience in the finance industry.
Janice Hatlestad (CRD# 4051832) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wayzata, MN and has over 21 years of experience in the finance industry.
Lucas Headley (CRD# 5855521) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wayzata, MN and has over 13 years of experience in the finance industry. Lucas Headley 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.
Mark Hein (CRD# 2769485) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Wayzata, MN and has over 25 years of experience in the finance industry.
Conor Hentges (CRD# 6297349) is an Investment Advisor Representative working at Wells Fargo Advisors in Wayzata, MN and has over 8 years of experience in the finance industry.
Lori Hertzke (CRD# 1414153) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wayzata, MN and has over 30 years of experience in the finance industry.
Jonathan Hess (CRD# 2476539) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Wayzata, MN and has over 29 years of experience in the finance industry.
David Hiatt (CRD# 5970645) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Wayzata, MN and has over 12 years of experience in the finance industry.
Nicole Hiller (CRD# 3008622) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wayzata, MN and has over 15 years of experience in the finance industry.
Jason Holt (CRD# 5133860) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wayzata, MN and has over 17 years of experience in the finance industry.