Justin Michael Happ
Compliance Officer at Nvest Financial LLC
Justin Michael Happ active positions
| Companies | Position | Start | End |
|---|---|---|---|
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 | 2014-06-30 | - |
| Compliance Officer | 2014-06-30 | - |
Career history of Justin Michael Happ
Former positions of Justin Michael Happ
| Companies | Position | Start | End |
|---|---|---|---|
| Commonwealth Equity Services, Inc. (Broker) | Corporate Officer/Principal | 2001-07-31 | 2013-08-31 |
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 | 1998-10-31 | 2001-04-30 |
Training of Justin Michael Happ
| University of New Hampshire | Undergraduate Degree |
Statistics
International
| United States | 5 |
Operational
| Corporate Officer/Principal | 2 |
| Analyst-Equity | 1 |
| Compliance Officer | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
| Technology Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 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 |
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