Carole Gelotti (CRD# 6673080) is an Investment Advisor Representative working at It Matters Financial, LLC in Nashua, NH and has over 7 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 1350047
Legacy Financial Solutions, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| It Matters Financial Financial, LLC | Hudson, NH | May 2016 - Current | 7 |
| Dell Systems | Nashua, NH | Mar 2008 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2017 |
- MA
- NH
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts22ACCOUNTS
-
Average Account Value$349,963
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MA, NH
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