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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Nowell is a financial advisor with over 20 years of experience in the industry. Jeffrey is currently registered with Mascoma Wealth Management in Hanover, New Hampshire and Burlington, Vermont. Jeffrey specializes in providing financial planning, and portfolio management services to individuals, businesses, and charitable organizations. Jeffrey is a graduate of the University of Vermont and holds the Series 7, 65, and 66 licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
09/24/2021 - Present
Mascoma Wealth Management (HANOVER NH)
VT
06/11/2001 - 11/07/2008
AMERIPRISE FINANCIAL SERVICES, INC. (COLCHESTER VT)
MN
06/11/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/16/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/20/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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