Justin Michael Happ

Compliance Officer bei Nvest Financial LLC

Finance

Consumer Services

Technology Services

Aktive Positionen von Justin Michael Happ

Unternehmen	Position	Beginn	Ende
Nvest Financial LLC Nvest Financial LLC Investment ManagersFinance Nvest Financial LLC (Nvest) is an independent registered investment advisor headquartered in Portsmouth, New Hampshire. The firm was founded by Shawn P. Willard in 2007. Nvest provides financial planning and portfolio management services to families, individuals and non-profit organizations.	Analyst-Equity	01.07.2014	-
	Compliance Officer	01.07.2014	-

Unternehmen	Position	Beginn	Ende
Commonwealth Equity Services, Inc. (Broker)	Corporate Officer/Principal	01.08.2001	01.09.2013
Fidelity Brokerage Services LLC Fidelity Brokerage Services LLC Packaged SoftwareTechnology Services Part of FMR LLC, Fidelity Brokerage Services LLC is a company that offers designated broker services to oversee employees' investment and trading activities. The company is based in Smithfield, RI. The company also provides information about Fidelity Investments, including their customers, history, and key facts and figures. Additionally, they promote sustainable investing by integrating environmental, social, and governance factors into investment research and decision making.	Corporate Officer/Principal	01.11.1998	01.05.2001

University of New Hampshire

Undergraduate Degree

International

Vereinigte Staaten

Operativ

Corporate Officer/Principal	2
Analyst-Equity	1
Compliance Officer	1

Sektoral

Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

Private Unternehmen	3
Nvest Financial LLC Nvest Financial LLC Investment ManagersFinance Nvest Financial LLC (Nvest) is an independent registered investment advisor headquartered in Portsmouth, New Hampshire. The firm was founded by Shawn P. Willard in 2007. Nvest provides financial planning and portfolio management services to families, individuals and non-profit organizations.	Finance
Fidelity Brokerage Services LLC Fidelity Brokerage Services LLC Packaged SoftwareTechnology Services Part of FMR LLC, Fidelity Brokerage Services LLC is a company that offers designated broker services to oversee employees' investment and trading activities. The company is based in Smithfield, RI. The company also provides information about Fidelity Investments, including their customers, history, and key facts and figures. Additionally, they promote sustainable investing by integrating environmental, social, and governance factors into investment research and decision making.	Technology Services
Commonwealth Equity Services, Inc. (Broker)	Finance