Ruzanna Queenan (CRD# 3126294) is an Investment Advisor Representative working at Queenvest in Beverly, MA and has over 6 years of experience in the finance industry.
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Queenvest LLC | Essex, MA | Mar 2018 - Current | 6 |
| Unemployed | Essex, MA | Dec 2017 - Mar 2018 | < 1 |
| State Street Corporation | Boston, MA | Jun 2015 - Nov 2017 | 2 |
| Unemployed | Essex, MA | Apr 2015 - May 2015 | < 1 |
| F-squared, Inc. | Wellesley, MA | May 2014 - Mar 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2017 |
- ME
- MA
- NH
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts63ACCOUNTS
-
Average Account Value$121,311
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
MA, ME, NH
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