Nicholas Ferbert
- Role
- Wealth Management Advisor at Baystate Financial
- Location
- Concord, MA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Nicholas Ferbert
I am a registered representative of and offers securities products and investment…
Experience
Wealth Management Advisor
Oct 2020 — Present
Skills
- Portfolio Management
- Management
- Asset Management
- Bloomberg
- Investment Management
- Investments
- Microsoft Office
- Financial Services
- Business Development
- Salesforce
- Alternative Investments
- Options
- Equities
- Valuation
- Series 65
- Relationship Management
- Entrepreneurship
- Wealth Management
- Trading
- Series 7
- Crm
- Financial Planning
- Financial Modeling
- Series 63
- Mutual Funds
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