Premier Advisor
Boston, MA
3 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
30 Years Experience
0 Disclosures
ADVISOR BIO
Nancy Aadalen is a financial advisor with over 27 years of experience in the financial services industry. Nancy has held various roles with firms such as Ameriprise Financial Services, Inc., IDS Life Insurance Company, and John G. Kinnard and Company, Incorporated. Currently, Nancy is a Registered Representative and Investment Advisor Representative with Fidelity Personal AND Workplace Advisors. Nancy holds a Series 63, 65, 7, and SIE licenses. Nancy is also a registered Investment Advisor in Texas and Minnesota. Nancy specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.
SPECIALIZATIONS
Boston, MA
31 Years Experience
0 Disclosures
ADVISOR BIO
Fred Jefferson Aaron is a financial advisor with Franklin Distributors, LLC, headquartered in Boston, MA. Fred has been in the securities industry since December 2, 1994, and has been registered with the firm since July 2, 2024. Fred previously worked at Putnam Retail Management Limited Partnership in Boston, MA from December 3, 1994, to July 2, 2024. Fred is currently registered with the firm in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Fred holds the Series 63, Series 7, Series 6, and SIE licenses.
SPECIALIZATIONS
No specializations listed.
Boston, MA
0 Disclosures
ADVISOR BIO
Virginia Elizabeth Aaron is a financial advisor with Lido, based in the Boston area. Virginia has been working in the industry since 2006, with previous experience at UBS Financial Services Inc., Robertson Stephens Securities LLC, and Claybrook Capital, LLC.
SPECIALIZATIONS
Boston, MA
18 Years Experience
0 Disclosures
ADVISOR BIO
Gregory Abate is a financial advisor currently registered with Fidelity Personal AND Workplace Advisors, located in Merrimack, NH. Gregory has been in the financial industry since 2007, and has a broad range of experience and certifications including the Series 6, Series 7, and Series 66 licenses. Gregory is also a Certified Financial Planner.
SPECIALIZATIONS
Boston, MA
2 Years Experience
0 Disclosures
ADVISOR BIO
Noor Abbasi is a registered representative with Natixis Distribution, LLC in Boston, Massachusetts. Noor holds the Series 7TO, Series 63 and SIE licenses. Noor has been registered in the securities industry since November 13, 2023.
SPECIALIZATIONS
No specializations listed.
Boston, MA
0 Disclosures
ADVISOR BIO
Antony Abbiati is an investment advisor representative currently registered with SCS Capital Management LLC. Antony has been in the industry since 1997 and holds Series 3, 7, and 63 licenses as well as the Series 65. Previously Antony worked at Goldman, Sachs & Co. in New York, NY from 1997 to 2002. Antony is currently registered in Massachusetts.
SPECIALIZATIONS
Boston, MA
0 Disclosures
ADVISOR BIO
James Abbott is a financial advisor at Claro Advisors, LLC. James is a Series 7 and Series 66 registered representative, and he is licensed to provide financial advice in Massachusetts. James has been in the financial services industry since March 2013. He is also a licensed insurance agent and has been involved in various hockey activities, including coaching and officiating.
SPECIALIZATIONS
Boston, MA
20 Years Experience
0 Disclosures
ADVISOR BIO
Nikki Marie Abbott is a financial advisor with Fidelity Personal and Workplace Advisors. Nikki has been in the financial services industry since October 2005. She specializes in financial planning, portfolio management, and educational seminars. Nikki is also a Certified Financial Planner. Nikki holds Series 7, Series 63, and Series 66 licenses. In addition to her work as a financial advisor, Nikki is a partner in Abbott Company Limited LLC, which leases semi trucks, and is a landlord with Abbott Realty Holdings LLC. She works with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Nikki is registered in 18 states and has been with Fidelity Personal and Workplace Advisors since July 2018.
SPECIALIZATIONS
Boston, MA
20 Years Experience
0 Disclosures
ADVISOR BIO
Richard Tyler Abbott is a financial advisor with over 13 years of experience in the industry. Richard is registered with Fidelity Personal And Workplace Advisors and holds several industry licenses and certifications. Richard is registered as an investment advisor representative (IAR) in New Hampshire and Texas. The firm is based in Boston, Massachusetts. Richard is a licensed financial advisor with access to a wide range of investment products and services to help clients meet their financial goals.
SPECIALIZATIONS
