Unclaimed
Anik Mutsuddy is an investment advisor representative registered with American Trust Investment Advisors, LLC. Anik is licensed to provide investment advice in New Hampshire. Anik has been in the industry for at least two years. Anik has passed the Uniform Investment Adviser Law Examination (Series 65) and the Securities Industry Essentials Examination (SIE).
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.
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.
A percentage of the total value of assets under management is charged.
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NH
10/20/2023 - Present
American Trust Investment Advisors, LLC (LEBANON NH)
IA
Issued 08/05/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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