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

  1. Wealth Management Advisor

    Baystate Financial

    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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Nicholas Ferbert — Wealth Management Advisor at Baystate Financial in Concord, MA, US | Unifers