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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Blandina is an Investment Advisor Representative at Arboretum Investment Advisors, LLC. Stephanie has been with Arboretum Investment Advisors, LLC since March 2018. Stephanie is registered with the state of New Hampshire. Stephanie has passed the Uniform Investment Adviser Law Examination (Series 65). Stephanie is a licensed Investment Advisor Representative. Stephanie has experience in the financial services industry since February 2014. Arboretum Investment Advisors, LLC is a firm located in Portsmouth, NH. The firm specializes in providing portfolio management for pooled investment vehicles. Arboretum Investment Advisors, LLC has approximately $40,028,000 in assets under management. The firm charges clients fees based on a percentage of assets and a fixed fee.
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.
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
08/01/2024 - Present
Arboretum Investment Advisors, LLC (PORTSMOUTH NH)
IA
Issued 08/01/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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