Rebecca Flaherty (CRD# 7604686) is an Investment Advisor Representative working at Edward Jones in Yarmouth Port, MA and has 1 year of experience in the finance industry.
CRD# 5029299
Martha's Vineyard Investment Advisors, LLC
CRD# 4661335
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4840974
Arakelian, Carol
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Aug 2022 - Current | 1 |
| Cape Cod Regional High School | Harwich, MA | Apr 2021 - May 2022 | 1 |
| Wayforth | Charlestown, MA | Oct 2020 - Feb 2021 | < 1 |
| Accenture LLC | Boston, MA | May 2019 - Sep 2020 | 1 |
| Apple Inc. | Cupertino, CA | Nov 2017 - Jun 2019 | 1 |
| Ntt Data Inc. | Charlestown, MA | Jul 2012 - Oct 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
- MA
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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