Miriam WeilerCRD Number: 3172169
Current Firm: New England Investment & Retirement Group, Inc.
Miriam Weiler (CRD# 3172169) is an Investment Advisor Representative working at New England Investment & Retirement Group, Inc. in North Andover, MA and has over 17 years of experience in the finance industry. Miriam Weiler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Walnut Hill Advisors, LLC
Prosperity Wealth Management, Inc.
|Purshe Kaplan Sterling Investments||Albany, NY||Feb 2011 - Current||6|
|M.c. Weiler Inc.||Lynn, MA||Jan 2001 - Current||16|
|New England Investment & Retirement Group, Inc.||Methuen, MA||Nov 1998 - Current||19|
|Commonwealth Equity Services, Inc.||Methuen, MA||Jan 1999 - Feb 2011||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2000|
Total Assets Under Management526MILLIONS
Total Number of Accounts1,689ACCOUNTS
Average Account Value$311,441
- 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
CA, FL, MA, ME, NH, TX, VA, VT