Unclaimed
Massimo Alessandro Eichner is an Investment Advisor Representative at YHB Investment Advisors Inc. in West Hartford, CT. Massimo has been in the financial industry since 2016 and has been with YHB Investment Advisors Inc. since 2021. Massimo earned a Series 65 license by passing the Uniform Investment Adviser Law Examination in March 2023.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Participant account management
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CT
03/31/2023 - Present
YHB Investment Advisors Inc. (WEST HARTFORD CT)
IA
Issued 03/31/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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