Joseph Arsenault (CRD# 5415590) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has over 15 years of experience in the finance industry. Joseph Arsenault 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.
CRD# 6319566
Artemis Financial Advisors
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Fuller Brook Financial Partners, LLC
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Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Heritage Financial Services, LLC | Westwood, MA | Jun 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2008 |
- MA
-
Total Assets Under Management1,931MILLIONS
-
Total Number of Accounts5,039ACCOUNTS
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Average Account Value$383,175
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CT, FL, GA, IL, MA, MD, ME, NC, NH, NJ, NY, RI, SC, TX, VA, VT
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