Unclaimed
Calvin Chicoine is an Investment Advisor Representative with Ballentine Partners. Calvin is registered with the state of Florida, Maine, Massachusetts, and New Hampshire. Calvin has been in the financial services industry since 2015. Calvin has a Series 65 license. Calvin is a financial advisor with a focus on financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Calvin also provides educational seminars and helps clients select other advisors. Calvin is a part-owner of MidCoast SLP, a private speech and language professional practice.
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
1
2
NH
10/25/2021 - Present
Ballentine Partners (Rochester NH)
IA
Issued 04/27/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Calvin Chicoine is the right advisor for you? Invested Better is here to help.