Whitney Parry is a registered investment advisor, based in Boston, MA, with 3 years of industry experience.
Location
1 Avery Street, Unit 15F, Boston, MA, 02111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Whitney works as a Financial Assistant at Hartstone Business and Financial Services, assisting with daily operations, client files, and administrative tasks. This role involves financial services, life insurance, business consulting, tax preparation, and accounting, taking up more than full-time hours.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.