Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alanna? Claim Your ProfileAlanna Camilly Paiva is an Investment Advisor Representative at Ballentine Partners. Alanna holds the Series 65 license. Alanna has been in the industry since March 2015, and has worked at various firms, including Twin Focus Capital Partners, LLC, Harvard School of Public Health, SCS Capital Management, LLC, and Ballentine Partners, LLC. Alanna is a Certified Financial Planner. Alanna specializes in retirement planning, college savings, and estate planning. Alanna is a highly experienced and qualified advisor who can help you achieve your financial goals.
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
11/26/2024 - Present
Ballentine Partners (Waltham MA)
IA
Issued 06/04/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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