Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen A. Martone is a financial advisor with Ballentine Partners based in Waltham, MA. Stephen has a Series 65 license and is a Certified Financial Planner. He is a registered investment advisor in Massachusetts, New Hampshire, and Florida. Stephen has been with Ballentine Partners since January 2014. He provides a wide range of financial planning services, including investment management, financial planning, and retirement planning. Stephen also offers educational seminars. He is a specialist in working with individuals and families, as well as charitable organizations and pooled investment vehicles.
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
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MA
10/24/2024 - Present
Ballentine Partners (WALTHAM MA)
IA
Issued 11/23/2005
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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