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
0 Disclosures
ADVISOR BIO
Dudley Cunningham is a Registered Representative and Investment Advisor Representative with SVB Wealth in Boston, MA. Dudley has been in the industry since 1970 and has a long history of experience working with clients in Boston. Dudley has been associated with SVB Wealth since 2015. Previously, Dudley has been associated with MOSELEY SECURITIES CORPORATION, MOSELEY, HALLGARTEN & ESTABROOK INC, MOSELEY, HALLGARTEN & ESTABROOK INC., F. S. MOSELEY, ESTABROOK INC., and ESTABROOK & CO., INC.. Dudley is also a Chartered Investment Counselor.
SPECIALIZATIONS
BOSTON, MA
22 Years Experience
0 Disclosures
ADVISOR BIO
Michael Debiase is a financial advisor at Edward Jones. Michael has been in the financial services industry since 2002. Michael has a Series 7, Series 63, Series 65, and Series 55 license. Michael has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Michael is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
SPECIALIZATIONS
Boston, MA
3 Years Experience
0 Disclosures
ADVISOR BIO
Ethan Gilbert is a financial advisor with over 3 years of experience in the industry. Ethan is currently registered with Piper Sandler & Co.. Ethan has previously been registered with a variety of firms over their career. Ethan has passed the Series 63, Series 7TO, SIE exams. Ethan also holds the no known designation. Ethan specializes in 5 and provides advisory services to brokerage clients, helping them navigate securities trading and financial markets.
SPECIALIZATIONS
BOSTON, MA
16 Years Experience
0 Disclosures
ADVISOR BIO
Andrew Alvarez is an investment advisor representative with Fidelity Personal And Workplace Advisors. Andrew has been in the industry since 2008 and is registered in Massachusetts, Texas, New York, Utah, and Connecticut. Andrew has experience in financial planning, portfolio management for individuals and businesses, and educational seminars. Andrew is a Series 65, 63, 7, 10, and 9 licensed representative.
SPECIALIZATIONS
BOSTON, MA
12 Years Experience
0 Disclosures
ADVISOR BIO
Miles Prescott is an active Registered Representative with Wells Fargo Clearing Services, LLC since November 2016. Miles has been in the securities industry since February 14, 2013. Miles has a Series 6, Series 7, and Series 66 license and also holds a SIE license. Miles has registrations in 30 states. In addition to being a Registered Representative with Wells Fargo Clearing Services, LLC, Miles is also a Board Member of the Pembroke Historic District Commission.
SPECIALIZATIONS
BOSTON, MA
4 Years Experience
0 Disclosures
ADVISOR BIO
David Wilson is a financial advisor with over 4 years of experience in the industry. David is currently registered with Monument Group, Inc.. David has previously been registered with GREENHILL & CO., LLC, JEFFERIES LLC. David has passed the Series 63, Series 79, Series 7TO, SIE exams. David also holds the no known designation. David specializes in brokerage services, assisting clients with investment strategies and market analysis.
SPECIALIZATIONS
No specializations listed.
BOSTON, MA
9 Years Experience
0 Disclosures
ADVISOR BIO
Chad Alexander Perkins is a financial professional with over 2 years of experience in the securities industry. Chad Alexander Perkins is currently registered with Fidelity Personal AND Workplace Advisors and holds Series 7, 9, 10, 63, and 66 securities licenses. Chad Alexander Perkins has a background in education and manufacturing. Chad Alexander Perkins is a specialist in providing financial services to individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Chad Alexander Perkins can provide you with financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
SPECIALIZATIONS
BOSTON, MA
11 Years Experience
0 Disclosures
ADVISOR BIO
Jared Michael Chamberlain is a financial advisor with Fidelity Personal And Workplace Advisors in Boston, MA. Jared has been a registered representative since August 2013. Jared holds the Series 63, Series 66, Series 7, and SIE licenses. Jared has experience with pension and profit-sharing plans, individual investors, and high net worth individuals.
SPECIALIZATIONS
BOSTON, MA
19 Years Experience
0 Disclosures
ADVISOR BIO
Barry Kaiman is a financial advisor who has been working in the industry since 2006. Currently, Barry Kaiman is registered with Fidelity Personal AND Workplace Advisors. Barry Kaiman is also registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Prior to joining Fidelity Personal AND Workplace Advisors, Barry Kaiman was a financial advisor at Vanguard Marketing Corporation. Barry Kaiman has also worked at TIAA-CREF Individual & Institutional Services, LLC, LPL FINANCIAL CORPORATION, CCO INVESTMENT SERVICES CORP., CHARTER ONE SECURITIES, INC., NEBS FINANCIAL SERVICES, INC., and MORGAN STANLEY DW INC.
SPECIALIZATIONS