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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
Derek Happy (CRD# 5611238) is an Investment Advisor Representative working at Mml Investors Services, LLC in Worcester, MA and has over 14 years of experience in the finance industry.
Julianne Hertel (CRD# 5334874) is an Investment Advisor Representative working at Eagle Strategies LLC in Worcester, MA and has over 16 years of experience in the finance industry.
Richard Higgins (CRD# 1752167) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Worcester, MA and has over 36 years of experience in the finance industry.
Robert Hoey (CRD# 1930990) is an Investment Advisor Representative working at Commonwealth Financial Network in Worcester, MA and has over 35 years of experience in the finance industry. Robert Hoey 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.
Michael Hogan (CRD# 725951) is an Investment Advisor Representative working at Cutler Capital Management in Worcester, MA and has over 27 years of experience in the finance industry.
Christian Hughes (CRD# 4123616) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Worcester, MA and has over 23 years of experience in the finance industry.
Brian Jamros (CRD# 6603170) is an Investment Advisor Representative working at Commonwealth Financial Network in Worcester, MA and has over 7 years of experience in the finance industry.
Joshua Kane (CRD# 4163186) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Worcester, MA and has over 24 years of experience in the finance industry.
John Kelley (CRD# 2889795) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Worcester, MA and has over 26 years of experience in the finance industry.
Caitlin Kerswell (CRD# 6560955) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Worcester, MA and has over 6 years of experience in the finance industry.