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Profil
Mr. Charles M.
Garabedian is a Relationship Manager at Beaumont Financial Partners LLC.
He Partners with clients to develop and oversee their financial plans and he also analyzes mutual funds for the firm.
Mr. Garabedian was employed as a Vice President by Fidelity Investments (New York).
He earned a BA in Economics from the University of Massachusetts at Amherst and an MBA from Suffolk University’s Sawyer School of Business.
He holds his FINRA Series 66 securities license, as well as his Certified Fund Specialist (CFS) designation.
Anciens postes connus de Chuck Garabedian
| Sociétés | Poste | Fin |
|---|---|---|
Beaumont Financial Partners LLC
 Beaumont Financial Partners LLC Investment ManagersFinance Beaumont employs both technical and fundamental analytics when reviewing securities. The firm has a suite of portfolio allocations (models), with varying risk levels, to use depending on the client’s risk profile. Each allocation starts with the Beaumont Dominant Benefit Theory of Investing, along with Beaumont’s current allocation models, to create a portfolio mix comprised primarily of low-cost index mutual funds and exchange traded funds. These portfolio allocation choices can range from 100% Equity/0% Fixed Income to 0% Equity/100% Fixed Income. Beaumont’s investment committee determines which securities, strategies and weighting for the position is appropriate for client accounts. | Analyst-Equity | 09/12/2022 |
Fidelity Investments (New York)
 Fidelity Investments (New York) Investment ManagersFinance Provides financial advisory, retirement planning, securities trading and wealth management services | Corporate Officer/Principal | - |
Formation de Chuck Garabedian
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
97
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Suffolk University
 Suffolk University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Massachusetts
 University of Massachusetts Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Beaumont Financial Partners LLC
Beaumont Financial Partners LLC Investment ManagersFinance Beaumont employs both technical and fundamental analytics when reviewing securities. The firm has a suite of portfolio allocations (models), with varying risk levels, to use depending on the client’s risk profile. Each allocation starts with the Beaumont Dominant Benefit Theory of Investing, along with Beaumont’s current allocation models, to create a portfolio mix comprised primarily of low-cost index mutual funds and exchange traded funds. These portfolio allocation choices can range from 100% Equity/0% Fixed Income to 0% Equity/100% Fixed Income. Beaumont’s investment committee determines which securities, strategies and weighting for the position is appropriate for client accounts. | Finance |
Fidelity Investments (New York)
Fidelity Investments (New York) Investment ManagersFinance Provides financial advisory, retirement planning, securities trading and wealth management services | Finance |
