Thomas Villeneuve (CRD# 5240912) is an Investment Advisor Representative working at Monadnock Retirement Solutions, LLC in Hancock, NH and has over 17 years of experience in the finance industry.
CRD# 4729388
Ameriprise Financial Services, LLC
CRD# 4184314
Kestra Advisory Services, LLC
CRD# 2157148
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Monadnock Retirement Solutions, LLC | Hancock, NH | Aug 2019 - Current | 4 |
| Citizens Securities, Inc. | Keene, NH | Jul 2018 - Aug 2019 | 1 |
| Nylife Securities LLC | South Portland, ME | Oct 2017 - Jul 2018 | < 1 |
| New York Life Insurance Company | South Portland, ME | Aug 2017 - Jul 2018 | < 1 |
| Baltimore Life | Carlisle, PA | May 2017 - Aug 2017 | < 1 |
| New York Life Insurance Co | Berwin, PA | Feb 2012 - May 2017 | 5 |
| Print Exchange Inc. Dba Thomas Villeneuve | Hancock, NH | Feb 2004 - Feb 2017 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2006 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2019 |
- NH
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Total Assets Under Management4MILLIONS
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Total Number of Accounts40ACCOUNTS
-
Average Account Value$97,343
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
NH
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