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Irina H

Series 66

Eliot, ME

Edward Jones

Irina Hultin is a financial advisor at Edward Jones with nine years of industry experience. She has held roles at Edward Jones since 2017 and previously worked at KPF Global and Allied Telesis. Hultin holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner
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Cy K

Series 66

Eliot, ME

Edward Jones

Cy Kolod is a financial advisor at Edward Jones in Eliot, ME, holding a Series 66 designation with eight years of industry experience. His prior work includes roles at United Parcel Service and the United States Air Force. Outside of his advisory work, he is involved in rental property management. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options.

Retirement income strategy Wealth management Business ownership considerations Business succession planning General estate planning guidance Military & Veterans Founder/Business Owner Technology Professional
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Alexander W

Series 66

Eliot, ME

Edward Jones

Alexander Wallace is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked in roles including strategic maintenance and marine engineering consulting. Outside of his advisory work, he is an owner and property manager of a rental property in Dover, NH. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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