Years of Experience
5-20+ Years
BOSTON, MA
2 Years Experience
0 Disclosures
ADVISOR BIO
Christopher Boyd is an investment advisor representative associated with Stifel, Nicolaus & Company, Inc. The firm's main office is located in St. Louis, Missouri, and Christopher's branch office is located in Boston, Massachusetts. Christopher has been active in the financial services industry for over 10 years and has registrations in 45 states for both securities and investment advisory services. Christopher has a Series 7, Series 66, and SIE licenses and is dedicated to providing personalized financial guidance and investment management strategies to meet individual client needs.
SPECIALIZATIONS
BOSTON, MA
7 Years Experience
1 Disclosures
ADVISOR BIO
Brendan Roche is a financial advisor with over 7 years of experience in the industry. Brendan is currently registered with Amundi Distributor US, Inc.. Brendan has previously been registered with a variety of firms over their career. Brendan has passed the Series 99, SIE exams. Brendan also holds the no known designation. Brendan specializes in brokerage services, assisting clients with investment strategies and market analysis.
SPECIALIZATIONS
No specializations listed.
BOSTON, MA
18 Years Experience
0 Disclosures
ADVISOR BIO
Paul Robert Arena has been a registered representative in the securities industry since February 11, 2007. Paul is currently employed by BTIG, LLC and is registered in 11 states. He is licensed to sell securities in California, Connecticut, Georgia, Illinois, Maryland, Massachusetts, Minnesota, New Jersey, New York, Pennsylvania and Texas.
SPECIALIZATIONS
No specializations listed.
BOSTON, MA
7 Years Experience
0 Disclosures
ADVISOR BIO
Kelvin Alcantara is a financial advisor with LPL Financial LLC, based in Boston, MA. Kelvin has been in the industry since December 2017. Kelvin holds the Series 63, Series 65, Series 7 and SIE licenses. Kelvin has a background in financial services, having previously worked at Cantella & Co., Inc. and BNY Mellon. Kelvin is registered in Massachusetts.
SPECIALIZATIONS
BOSTON, MA
2 Years Experience
0 Disclosures
ADVISOR BIO
Nicholas Paul Shumski is a registered investment advisor representative at Columbia Management Investment Advisers, LLC. He is based in Boston, MA. Nicholas has been working in the financial services industry since 2022. He holds the Series 63, Series 65, Series 7TO, and SIE licenses. He is registered to provide investment advice in Connecticut, District of Columbia, Florida, Maryland, Massachusetts, Rhode Island, and Virginia. Nicholas previously worked at Fidelity Brokerage Services LLC.
SPECIALIZATIONS
BOSTON, MA
12 Years Experience
0 Disclosures
ADVISOR BIO
Ryan Keith Murdock is a registered investment advisor representative with Fidelity Personal AND Workplace Advisors. Ryan has been in the financial industry for 10 years. Ryan is registered with the state of Florida and Texas as an Investment Advisor Representative and has a total of 52 state licenses. Ryan holds the Series 63, 66 and 7 licenses. Ryan's current employment is with Fidelity Personal AND Workplace Advisors in Boston, MA.
SPECIALIZATIONS
BOSTON, MA
30 Years Experience
0 Disclosures
ADVISOR BIO
Paul David Peterson is an investment advisor representative with Fidelity Personal and Workplace Advisors. Paul has been in the securities industry since July 5, 1994. Paul holds Series 6, 7, 9, 10, 63 and 65 licenses and has been registered with the state of Illinois since September 27, 2001. Previously, Paul was registered with Fidelity Brokerage Services LLC from September 17, 1993 until December 8, 2000. Currently, Paul provides advisory services to high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations. Paul also offers financial planning and educational seminars.
SPECIALIZATIONS
BOSTON, MA
13 Years Experience
0 Disclosures
ADVISOR BIO
Kevin R. Monaghan is a financial advisor with over 12 years of experience in the industry. Kevin is currently registered with Putnam Investment Management, LLC and holds the Series 6, 7, 63 and 65 licenses, as well as the SIE. Kevin has worked with Putnam Investment Management since 2011 and has experience with a variety of client types, including individuals, corporations, and institutions.
SPECIALIZATIONS
Boston, MA
21 Years in Business
0 Disclosures
ADVISOR BIO
William Hines is a financial advisor with over 20 years of experience in the industry. William is currently registered with Wealthpenn.comllc and has a Series 7, 63, and 66 licenses. William has previously worked with other firms including State Street Global Markets, LLC, UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. William specializes in portfolio management for individuals, businesses, and investment companies. William also provides financial planning and asset allocation advice.
SPECIALIZATIONS
BOSTON, MA
0 Disclosures
ADVISOR BIO
Matthew Alexander Weatherbie is a Registered Investment Advisor with Weatherbie Capital, LLC. Matthew has been registered with the state of Massachusetts since January 21, 1996. Matthew is a Chartered Financial Analyst. The firm's main office is located in Boston, Massachusetts. The firm provides portfolio management services for businesses, individuals, investment companies, and pooled investment vehicles.
SPECIALIZATIONS
