Unclaimed
Aliina Laine is a financial advisor with over 25 years of experience in the industry. Aliina is currently registered with Osaic Wealth, Inc. and is licensed to provide financial advice in 16 states, including Massachusetts, Arizona, California, Colorado, Connecticut, Florida, Maine, Minnesota, New Hampshire, New York, Virginia, Illinois, Maryland, Georgia, Texas, and North Carolina. Aliina has a strong track record of success in helping clients achieve their financial goals, specializing in financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Aliina is dedicated to providing personalized service and tailored investment strategies that meet each client's unique needs.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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2
MA
11/02/2018 - Present
Osaic Wealth, Inc. (EASTHAMPTON MA)
MA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (EASTHAMPTON MA)
MA
04/17/1997 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (EASTHAMPTON MA)
BC
Issued 03/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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