Unclaimed
Nina Rose Deschene is an investment advisor representative with Creative Planning, LLC. Nina has been in the industry since 2015 and has experience with Ameriprise Financial Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and LPL Financial LLC. Nina has passed the Series 7, Series 63, and Series 66 exams. Nina's current registration is in New Hampshire, where she works out of the Bedford branch of Creative Planning, LLC.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NH
10/05/2022 - Present
Creative Planning (Bedford NH)
NH
09/07/2021 - 03/01/2022
AMERIPRISE FINANCIAL SERVICES, LLC (NASHUA NH)
NH
02/23/2021 - 08/25/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NASHUA NH)
NH
08/01/2016 - 10/21/2019
LPL FINANCIAL LLC (BEDFORD NH)
NH
10/12/2015 - 05/19/2016
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 03/11/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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