Ines SeferiCRD Number: 6034031
Current Firm: One Charles Private Wealth, LLC
Ines Seferi (CRD# 6034031) is an Investment Advisor Representative working at One Charles Private Wealth, LLC in Hingham, MA and has over 4 years of experience in the finance industry.
Walnut Hill Advisors, LLC
|Purshe Kaplan Sterling Investments||Albany, NY||Nov 2015 - Current||1|
|One Charles Private Wealth, LLC||Hingham, MA||Nov 2015 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Hyannis, MA||Apr 2013 - Nov 2015||2|
|Ines Seferi||Marblehead, MA||Sep 2008 - Apr 2013||4|
|Axa Advisors, LLC||New York, NY||May 2012 - Nov 2012||< 1|
|Johnson & Wales||Providence, RI||Sep 2008 - Feb 2012||3|
|Hasbro||Wellesley, MA||May 2011 - Oct 2011||< 1|
|Dr. Elmir Sehic||Yarmport, MA||Jun 2007 - Aug 2011||4|
|Adage Capital||Boston, MA||Feb 2011 - Mar 2011||< 1|
|Arts & Cultural Alliance||Newport County, RI||Mar 2009 - Feb 2010||< 1|
|The Mercantile||Dennis, MA||Oct 2006 - Aug 2008||1|
|Dyrhs||Yarmouth, MA||Sep 2005 - Jun 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2012|
|S65||NASAA Investment Advisors Law Examination||Aug 2013|
Total Assets Under Management102MILLIONS
Total Number of Accounts732ACCOUNTS
Average Account Value$139,617
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, FL, MA, NH, NJ, NY, TX
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