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43 Belmont St. Suite B, So. Easton, MA 02375 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2001-06-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clary Financial Planning | No. Easton | MA | 10/1976 | Present |
| Mcneish,Delorey Inc. | No. Easton | MA | 10/1979 | Present |
| Clary Investment And Insurance Planning Corp.. | No. Easton | MA | 05/1995 | Present |
| North Easton Savings Bank | North Easton | MA | 01/1995 | Present |
| Robert Clary | No.EAston | MA | 01/2005 | Present |
INSURANCE PLANNING BUSINESS (LIFE, DISABILITY, HEALTH) OWNER RIA BUSINESS FIDELITY WEALTH MANAGEMENT DIVISION-2001 DIRECTOR- NORTH EASTON SAVINGS BANK 20 EASTON STREET EASTON, MA. 02375- 4 HOURS PER MONTH FOR BOARD MEETINGS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 1984-08-03 |
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