Defred G. Folts
Windhaven Investment Management, Inc.
Financial Planner in Harvard, MA
Address:9 Harris Ln
Harvard, MA 01451
About Defred G. Folts
Defred Folts is a financial professional at Windhaven Investment Management, Inc. located in Harvard, Massachusetts. Defred Folts holds an industry securities registration subject to FINRA oversight having passed securities examinations including S24, S63, S65 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Defred Folts provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Defred Folts9 Harris Ln
Harvard, MA 01451
Phone Number:
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Website:
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