Unclaimed
Alexys Febonio is an Investment Advisor Representative at Ballentine Partners. Alexys is registered to provide investment advice in Massachusetts and New Hampshire. Alexys has been in the industry since 2018. Alexys has a Series 65 license. Alexys holds a board position at the University of NH Peter T. Paul College of Economics and the MA Society for the Prevention of Cruelty to Children.
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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NH
10/01/2024 - Present
Ballentine Partners (Wolfeboro NH)
IA
Issued 01/21/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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