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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam William Ochlis is an investment advisor representative at Ballentine Partners. Adam is registered with the state of Florida, Massachusetts, and New Hampshire. Adam holds the Series 65 license and has been in the industry since January 2010. Adam William Ochlis's firm, Ballentine Partners, specializes in providing financial planning, portfolio management for individuals and pooled investment vehicles, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Project fees
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MA
08/27/2020 - Present
Ballentine Partners (WALTHAM MA)
IA
Issued 06/29/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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