Chris Halvey, CFP
Heritage Strategies LLC
Certified Financial Planner in Woodbury, NY
http://www.heritagestrategiesllc.com/
Address:135 Crossways Park Drive, Suite 402
Woodbury, NY 11797
About Chris Halvey
Chris Halvey is a financial professional at Heritage Strategies LLC located in Woodbury, New York. Chris Halvey holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Chris Halvey provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Chris Halvey135 Crossways Park Drive, Suite 402
Woodbury, NY 11797
Phone Number:
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Website:
http://www.heritagestrategiesllc.com/
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