Isabella Wakeman (CRD# 7587087) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Winchester, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Winchester, MA | Jul 2022 - Current | 1 |
| Bentley University | Waltham, MA | Aug 2021 - May 2022 | < 1 |
| Bentley University | Waltham, MA | Aug 2019 - May 2022 | 2 |
| Greater New England Minority Supplier Development Council, Inc. | Boston, MA | Mar 2021 - Mar 2022 | 1 |
| Vector Marketing | Boston, MA | Sep 2020 - Jan 2021 | < 1 |
| Bentley University | Waltham, MA | Aug 2020 - Sep 2020 | < 1 |
| Ferris Acres Creamery | Newtown, CT | Jul 2018 - Aug 2019 | 1 |
| Unemployed | Newtown, CT | Sep 2001 - Jul 2018 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
- NH
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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