Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claudia? Claim Your ProfileClaudia Jean Shilo is an investment advisor representative at Ballentine Partners with over 20 years of experience in the financial services industry. Claudia holds the Series 65 license and is a Certified Financial Planner™ and Personal Financial Specialist™. Claudia is also a Treasurer for the Mount Washington Valley Skating Club. Claudia and the team at Ballentine Partners provide financial planning and investment management services to individuals, families, and institutions.
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
02/22/2010 - Present
Ballentine Partners (Rochester NH)
IA
Issued 02/19/2001
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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