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Pension Consulting Services Advisors in Manchester, New Hampshire
143 Results
Unclaimed

Arcadia Wealth Management, LLC

location

MANCHESTER, NH

0 Disclosures

ADVISOR BIO

Alexander Bull is a financial advisor with Arcadia Wealth Management, LLC in Manchester, NH. Alexander Bull has been a registered investment advisor for over 2 years. Alexander Bull's previous experience includes working at Fidelity Brokerage Services LLC in Merrimack, NH. Alexander Bull is a Series 7TO and Series 66 licensed financial advisor. Alexander Bull specializes in retirement planning, college savings planning, insurance planning, estate planning and investments.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

MANCHESTER, NH

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Allison Riotto is a financial advisor with UBS Financial Services Inc. Allison has been in the industry since January 1, 2012. Allison is licensed in New Hampshire and Texas, and she holds a Series 66, Series 7, and SIE licenses. Allison has previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and J.P. MORGAN SECURITIES LLC. Allison offers a variety of financial services, including financial planning, portfolio management, and educational seminars. Allison's firm UBS Financial Services Inc., has been in business for over a century and is one of the largest wealth management firms in the world.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

MANCHESTER, NH

experience

2 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Amy McAvoy is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Amy has been in the financial industry since 2020 and is registered with the firm as an Investment Advisor Representative. Amy has passed the Series 6TO and SIE exams. Prior to working at Merrill Lynch, Pierce, Fenner & Smith Inc., Amy worked at Fidelity Brokerage Services LLC and Citizens Securities, Inc.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

Manchester, NH

experience

14 Years Experience

disclosure

9 Disclosures

ADVISOR BIO

Amy Bright is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Amy has been in the industry since June 12, 2011. Amy holds the Series 7, Series 66, and SIE licenses. Amy has a large network of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, state or municipal government entities, and banking or thrift institutions. Amy provides a variety of investment advisory services to clients, including portfolio management for individuals and businesses, selection of other advisors, performance measurement reports, allocation modeling, IPS, research reports and services, and educational seminars. Amy's clients benefit from her years of experience and expertise in the financial services industry.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

MANCHESTER, NH

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Andrea Lynn Carlin is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. She is a financial advisor who has been in the industry since 2010. Andrea holds the Series 7, Series 66, and SIE licenses. She has also worked for Bank of America, N.A. Andrea is currently registered in Connecticut and New Hampshire and is affiliated with the Manchester, NH branch of Merrill Lynch. She provides financial advice and services to individuals, businesses, pension plans, and other institutions. Andrea is committed to providing her clients with personalized financial planning and investment advice that meets their specific needs.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

UBS Financial Services Inc.

location

MANCHESTER, NH

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Andrea Michelon is a financial advisor registered with UBS Financial Services Inc. and has been in the industry since May 2007. Andrea holds several licenses and registrations, including Series 7, Series 6, Series 63 and Series 65. Andrea has a strong history of working with individuals and has worked with a variety of clients including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Andrea has worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and BANCNORTH INVESTMENT GROUP, INC. in the past. Andrea offers a range of financial planning services including portfolio management, investment advice, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals
Unclaimed
location

MANCHESTER, NH

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Githmark is a financial advisor who has been in the industry since December 8, 2010. Andrew is currently registered with Morgan Stanley and has also been previously employed by Raymond James Financial Services, Inc. and Wells Fargo Advisors Financial Network, LLC. Andrew holds Series 7 and Series 66 securities licenses. Andrew is licensed in 11 states including California, Florida, Maine, Massachusetts, New Hampshire, North Carolina, Oregon, Pennsylvania, Rhode Island, Vermont and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

MANCHESTER, NH

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Thomas Orsini is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Andrew has been working in the industry since February 1984. Andrew is licensed in several states and offers a variety of services, including portfolio management for individuals and businesses, pension consulting and educational seminars. Andrew has previously worked with ADVEST, INC. and Legg Mason Wood Walker, Incorporated.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

MANCHESTER, NH

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Annette Crnilovic is an active investment advisor representative. Annette has been in the industry since June 4, 1995. She has a long history of working with clients and has held several positions at different firms. Annette currently works at Merrill Lynch, Pierce, Fenner & Smith Inc. Annette is registered as a broker-dealer in 36 states and an investment advisor in 2 states. Annette's areas of expertise include portfolio management for businesses, individuals, and investment companies. Annette has a strong track record of success and is committed to providing her clients with the highest quality of service.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

MANCHESTER, NH

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Ashley Berberian is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Ashley is based in Manchester, NH and has been in the industry since January 2013. She has experience in providing a wide range of investment services to individuals and businesses. Ashley holds Series 7 and Series 66 licenses and has passed the SIE exam. She has been registered with the Securities and Exchange Commission (SEC) and various state regulators throughout her career.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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