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Cheryl Anne Fortier

Beaumont Financial Partners

Needham, MA

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Current Employers
Beaumont Financial Partners

250 1St Avenue, Suite 101, Needham, MA 02494 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-11-22
  • MA RA
    APPROVED
    Since 2022-11-22

Branch Locations

250 1St Avenue, Suite 101, Needham, MA 02494 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bny Mellon Boston MA 03/2000 03/2018
Unemployed Winchester MA 04/2018 02/2019
Beaumont Financial Partners, Llc Needham MA 03/2019 Present
Beaumont Financial Advisors, Llc Needham MA 11/2022 Present
  • 03/2000 → 03/2018
    Bny Mellon
    Boston, MA
  • 04/2018 → 02/2019
    Unemployed
    Winchester, MA
  • 03/2019 → Present
    Beaumont Financial Partners, Llc
    Needham, MA
  • 11/2022 → Present
    Beaumont Financial Advisors, Llc
    Needham, MA
Previous Registrations
  • 2019-04-01 → 2022-12-09
    Beaumont Financial Partners Llc
    Needham, MA
Designations

View on SEC IAPD

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Other Offices

ARMSTRONG ADVISORY GROUP INC. · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
GOODMAN ADVISORY GROUP, LLC · NEEDHAM, MA
PARK AVENUE SECURITIES LLC · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
M HOLDINGS SECURITIES, INC. · NEEDHAM, MA
INTEGRATED WEALTH CONCEPTS LLC · Needham, MA
DARROW WEALTH MANAGEMENT · NEEDHAM, MA

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