Darlene Teves
Financial Advisor
Andover , MA


Websites:
Current Work:
  • Financial Advisor at Available upon request
  • Previous Work:
  • Annuity and Life Insurance Agent at Roster Financial
  • Trader at Fidelity Investments
  • Financial Analyst at Principle Profits
  • Education:
  • BBA, Finance, University of MA - Amherst

  • Detailed Experience Summary:

    Financial Advisor at Available upon request
    January 2009 - Present

    Mutual Funds, Managed Accounts, 529 Plans, Small Business Services, Retirement Plans, Seminars

    Annuity and Life Insurance Agent at Roster Financial
    June 2008 - January 2009

    Independent Agent Marketed annuities and insurance products

    Trader at Fidelity Investments
    January 2005 - August 2006

    Licensed stock, fund and options trader.

    Financial Analyst at Principle Profits
    September 2004 - September 2004

    Internship


    Detailed Education Summary:

    BBA, Finance, University of MA - Amherst
    December 2004

    Semester in Queensland, Australia

    Conversation History: (51 total)

    Date Person
    06/03/09 Jackie M. Nagel
    06/03/09 Brent Trethewey
    06/03/09 Shella Fitzpatrick
    06/03/09 Dan Goodman
    06/03/09 Martin Paley
    06/03/09 Annette Reynolds
    06/03/09 Chris Odlum
    06/03/09 Chris Hollis
    06/03/09 Bob Steenlage
    06/03/09 Jeffrey Hattem
    06/03/09 Joan Criswell
    06/03/09 Suzanne Kellner-Zinck
    06/03/09 Alan Lovitz
    06/03/09 Paul Hemphill
    06/03/09 Patrick
    06/03/09 Becky Castro, CPCC, PCC
    06/03/09 David Quintin
    06/03/09 Jeffrey DeSocio
    06/03/09 Jeremy Richman
    06/03/09 Neil D. Policow
    05/07/09 Jennifer Worski
    05/07/09 Dan Goodman
    05/07/09 Eddie Zalayet
    05/07/09 Roman Segal
    05/07/09 Mike Sachleben
    05/07/09 Bonnie Dubrow
    05/07/09 Maria Aline & Michele Aline-Lopez
    05/07/09 Michael Alberghene
    05/07/09 Tony Mack
    05/07/09 Deb Mullen
    04/14/09 Christopher Kelly
    04/14/09 Catherine Reid
    04/14/09 Suzanne McDonald
    04/14/09 Bonnie Gortler
    04/14/09 Emmanuel Scibilia
    03/30/09 Dan Edmonds
    03/30/09 Dale Donnelly
    03/30/09 Jim Ullery
    03/30/09 Bonnie Gortler
    03/30/09 Jim Freeman
    03/30/09 David Quintin
    02/03/09 Jay Groccia
    02/03/09 Annette Reynolds
    02/03/09 Shala Phansalkar
    02/03/09 Andrew Jellison
    02/03/09 Russell Sweeney
    02/03/09 Dan Edmonds
    02/03/09 Rick Christiana
    02/03/09 Karina A. Manriquez
    02/03/09 Brent Trethewey
    02/03/09 Shella Fitzpatrick