Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Noah? Claim Your ProfileNoah Christopher French is an Investment Advisor Representative at Edelman Financial Engines, registered with the state of Massachusetts. Noah is a seasoned financial professional with over 20 years of experience in the industry. He holds Series 7, Series 63, and Series 65 licenses, and has worked with a variety of financial institutions, including Sanders Morris Harris LLC, EF Legacy Securities, LLC, and Commonwealth Financial Network. Noah specializes in working with high-net-worth individuals, families, and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
MA
11/01/2018 - Present
Edelman Financial Engines (NORWOOD MA)
MA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (NEWTON MA)
MA
07/08/2014 - 04/22/2016
SANDERS MORRIS HARRIS LLC (NEWTON MA)
MA
03/18/2013 - 07/11/2014
VALMARK SECURITIES, INC. (BOSTON MA)
MA
08/15/2008 - 03/07/2013
COMMONWEALTH FINANCIAL NETWORK (BURLINGTON MA)
MA
03/29/2005 - 08/25/2008
NEW ENGLAND SECURITIES (BOSTON MA)
DE
03/02/2000 - 03/21/2005
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MN
07/28/1998 - 02/14/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/28/1998 - 02/14/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/03/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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