Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elinor? Claim Your ProfileElinor Johansson is an investment advisor representative at Ballentine Partners, a firm located in Waltham, MA. Elinor has been in the industry since 2014 and holds a Series 65 license. She is registered with the state of Massachusetts. Elinor's specialization is in areas such as portfolio management for individuals and pooled investment vehicles. She also provides financial planning services and conducts educational seminars.
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
MA
09/11/2024 - Present
Ballentine Partners (Waltham MA)
Active
Inactive
Not sure Elinor Johansson is the right advisor for you? Invested Better is here to help.
