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Educational Seminars & Workshops Advisors in Claremont, New Hampshire
6 Results
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

CLAREMONT, NH

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Ashleigh McFarlin is a financial advisor at LPL Financial LLC and has been in the industry since December 2018. Ashleigh is registered to provide investment advice in 15 states including New Hampshire, Arizona, California, Colorado, Connecticut, Florida, Georgia, Kansas, Maine, Massachusetts, New York, North Carolina, Vermont and Virginia. Ashleigh holds the Series 7TO and SIE licenses. Ashleigh is a CERTIFIED FINANCIAL PLANNER™ professional.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

LPL Financial LLC

location

CLAREMONT, NH

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Becky Jean Vittum is a financial advisor with over 20 years of experience in the industry. Becky has held registrations as a broker-dealer and investment advisor in multiple states, including New Hampshire and Texas. Becky currently works with LPL Financial LLC, providing a range of financial services including investment management, financial planning, and consulting. Becky has also previously worked with Raymond James Financial Services, Inc. and Claremont Savings Bank.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Osaic Wealth, Inc.

location

CLAREMONT, NH

experience

16 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Gary Anthony Kostowski is a financial advisor with over 14 years of experience in the industry. Gary is currently registered with Osaic Wealth, Inc. Gary has held previous positions with Woodbury Financial Services, Inc., PFS Investments Inc., MML Investors Services, LLC and Signator Investors, Inc. Gary is licensed to provide financial advice in Connecticut and New Hampshire.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

CLAREMONT, NH

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Kayla Ann Rivet is a financial advisor with LPL Financial LLC. Kayla is a registered representative in the state of New Hampshire and Vermont. Kayla has experience in the financial services industry for over 6 years. Kayla provides financial planning, investment advice, and portfolio management to individuals, corporations, businesses, and charitable organizations. Kayla Ann Rivet is also registered with Raymond James Financial Services Advisors, Inc., where Kayla is a registered representative in the state of New Hampshire.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed
location

CLAREMONT, NH

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Martha Coranna Maki is a registered representative with Edward Jones, a well-established firm based in St. Louis, Missouri. With over 20 years of experience in the industry, Martha has a broad base of expertise in financial services, including financial planning, portfolio management for individuals and businesses, and pension consulting. She currently holds registrations in over 30 states, with a focus on providing comprehensive financial guidance to her clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Osaic Wealth, Inc.

location

CLAREMONT, NH

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Robert MacCioli is a financial advisor with over 24 years of experience in the industry. Robert is registered with Osaic Wealth, Inc. and holds licenses in both New Hampshire and Vermont. Robert also has experience with Woodbury Financial Services, Inc. and Securian Financial Services, Inc.. Robert is a dedicated financial professional who is committed to helping clients reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals