Chuck Nores

Act, Know, Preserve: Wealth with Purpose.

Role
Financial Services Representative at Baystate Financial
Location
Boston, MA, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Chuck Nores

My responsibility is to educate my community on the necessity of financial protection, wealth, investment management and provide them with practical tools and resources to help individuals, families and businesses to achieve financial confidence and security.We utilize a client-centric approach, first preserving income and cash flow as the foundation of the wealth management process. Investment management, estate planning, tax strategies, retirement planning, college savings, and ongoing cash flow protection are all additional components of the coordinated, integrated and cohesive wealth management methodology.My Commonwealth of Massachusetts Insurance license number is 21••••76/COMPLIANCE:20••••67/

Experience

  1. Financial Services Representative

    Baystate Financial

    Jan 2026 — Present · Boston, MA, US

    True financial success starts with strong personal values, good habits, and clear goals. Not just money.

Education

  • Forman Christian College (A Chartered University)

    Bachelor of Science (BSc), Economics

    2010 — 2014

  • Forman Christian College (A Chartered University)

    Intermediate, Pre-Engineering

    2007 — 2009

  • Hult International Business School

    Master of Business Administration - MBA, Finance and Financial Management Services

  • Forman Christian College (A Chartered University)

    Bachelor's Degree, Economics

  • Beaconhouse National University

    Master's Degree, Computer/Information Technology Administration and Management

  • Hult International Business School

    Master's Degree, BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES

  • Beaconhouse National University

    MS Business Information Technology, Business Administration, Management and Operations

    2017 — 2019

Skills

  • Market Research
  • Online Advertising
  • Online Marketing
  • Storytelling
  • Data Entry
  • Corel Draw
  • Windows Movie Maker
  • Public Relations
  • Social Media Marketing
  • Business Strategy
  • Marketing Communications
  • Strategic Planning
  • Management
  • E-Commerce
  • Marketing
  • Dispute Resolution
  • Social Media
  • Publisher
  • Team Management
  • Data Analysis
  • Microsoft Office

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Chuck Nores — Financial Services Representative at Baystate Financial in Boston, MA, US | Unifers