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Financial Planning Services Advisors in Portsmouth, New Hampshire
243 Results
Unclaimed

Wells Fargo Clearing Services, LLC

location

PORTSMOUTH, NH

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Albert Damian Sampson is a financial advisor with over 30 years of experience in the industry. Albert is currently registered with Wells Fargo Clearing Services, LLC. Prior to that, Albert was registered with MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC. Albert specializes in providing investment consulting services to institutional clients, financial planning, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Measured Wealth Private Client Group, LLC

location

PORTSMOUTH, NH

0 Disclosures

ADVISOR BIO

Alejandra Borge is a financial advisor associated with Measured Wealth Private Client Group, LLC. Alejandra has been working in the financial services industry since 2012. Alejandra has experience working with individuals, high net worth individuals, corporations and charitable organizations. Alejandra is licensed to provide investment advice in Florida and New Hampshire. Alejandra holds Series 66, Series 7TO and SIE licenses.

SPECIALIZATIONS

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

Veris Wealth Partners, LLC | CFP ® (Certifications)

location

PORTSMOUTH, NH

0 Disclosures

ADVISOR BIO

Alison Lyn Pyott is a financial advisor with Veris Wealth Partners, LLC. Alison has been a registered investment advisor in the state of New Hampshire since 2010. Alison holds the Series 6, 7, 26, 63 and 65 licenses. Alison has over 20 years of experience in the financial services industry, with a previous role at Citizens Securities. Alison specializes in investment consulting, financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING
Portfolio Management for Pooled Investment Vehicles
Unclaimed

J.p. Morgan Securities LLC

location

Portsmouth, NH

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Allison Lawson is a financial advisor at J.P. Morgan Securities LLC. Allison is a Series 63, 6TO, and SIE licensed professional. She is registered to provide investment advice in Maine, Massachusetts, New Hampshire, and Rhode Island. Allison provides financial planning, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS

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

PORTSMOUTH, NH

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Alyssa Rose Lachapelle is a financial advisor with LPL Financial LLC. Alyssa has been in the industry since November 2022 and is registered in New Hampshire. Alyssa holds the Series 63, Series 6TO, and SIE licenses. Alyssa specializes in providing financial advice and services to individuals, families, and businesses.

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

Ameriprise Financial Services, LLC | CFP ® (Certifications)

location

PORTSMOUTH, NH

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Andrew William Chace is a financial advisor registered with Ameriprise Financial Services, LLC. Andrew has been a financial advisor for over 16 years and holds a Series 66, Series 7, and SIE license. Andrew's experience includes helping clients with asset allocation, financial planning, pension consulting, and educational seminars. Andrew is also a Certified Financial Planner.

SPECIALIZATIONS

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

Steward Partners Investment Advisory, LLC

location

Portsmouth, NH

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Anka Vidacic is a financial advisor who is currently registered with Steward Partners Investment Advisory, LLC. Anka has been working in the industry since 2005 and holds Series 7, 31, and 66 licenses. Anka has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS

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

LPL Financial LLC | CFP ® (Certifications)

location

Portsmouth, NH

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Anne Elizabeth Arbuthnot is a financial advisor registered with LPL Financial LLC, a large broker-dealer with over $50 billion in assets. Anne has been working in the financial services industry since 1987. Anne holds multiple licenses and certifications including Series 7, 63, 65 and 24. Anne is also a Certified Financial Planner. Anne is licensed to conduct business in multiple states including New Hampshire, Texas, and California.

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

PORTSMOUTH, NH

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Zanetti is a financial advisor with over 14 years of experience in the financial services industry. Anthony is currently registered with LPL Financial LLC and Mardin Capital Group LLC. Anthony is a Series 7, 24, 66, and 79 licensed advisor and has worked with several firms including Ameriprise Financial Services, LLC and Eaton Vance Distributors, Inc. Anthony offers a range of financial services including financial planning, portfolio management, and investment consulting.

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

RBC Capital Markets, LLC | CFP ® (Certifications)

location

PORTSMOUTH, NH

experience

43 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Giordano is a financial advisor with RBC Capital Markets, LLC. Anthony has been a registered representative since 1982 and has experience in the financial services industry. Anthony provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. Anthony is licensed to provide investment advice in multiple states and has offices in Portsmouth, NH and Atkinson, NH.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles

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