Roberto Abele (CRD# 6147027) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 11 years of experience in the finance industry.
CRD# 5824377
Edward Jones
CRD# 5624939
Ameriprise Financial Services, LLC
CRD# 1094196
Iams Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Equity Services Inc. | Montpelier, VT | Feb 2018 - Current | 6 |
National Life Group | Montpelier, VT | Oct 2017 - Current | 6 |
Sentinel Financial Services Company | Montpelier, VT | Jul 2016 - Oct 2017 | 1 |
Edward Jones | St Louis, MO | Dec 2012 - Jun 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2013 |
- VT
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Total Assets Under Management1,867MILLIONS
-
Total Number of Accounts11,317ACCOUNTS
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Average Account Value$164,964
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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