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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alison? Claim Your ProfileAlison Lyn Pyott is a financial advisor with Veris Wealth Partners, LLC. Alison has been a registered investment advisor in the state of New Hampshire since 2010. Alison holds the Series 6, 7, 26, 63 and 65 licenses. Alison has over 20 years of experience in the financial services industry, with a previous role at Citizens Securities. Alison specializes in investment consulting, financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles.
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.
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.
Investment consulting
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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NH
05/04/2010 - Present
Veris Wealth Partners, LLC (PORTSMOUTH NH)
NH
10/08/2004 - 07/17/2007
CITIZENS SECURITIES (PORTSMOUTH NH)
MA
09/07/1996 - 07/12/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
02/07/1995 - 07/19/1999
JOHN HANCOCK FUNDS, INC. (BOSTON MA)
IA
Issued 12/04/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/07/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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