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 5 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Commonwealth Financial Network
|Purshe Kaplan Sterling Investments||Albany, NY||Nov 2015 - Current||2|
|One Charles Private Wealth, LLC||Hingham, MA||Nov 2015 - Current||2|
|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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.