Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lena? Claim Your ProfileLena Wyand is an investment advisor representative registered in Maine and New Hampshire. Lena has been with Charter Oak Capital Management since October 2007. Lena has a Series 65 license and holds the designation of Certified Financial Planner. Lena's professional experience includes providing financial planning services to individuals, families, and businesses.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NH
01/07/2008 - Present
Charter OAK Capital Management (PORTSMOUTH NH)
IA
Issued 01/04/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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