Portsmouth, NH Islington St; Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

2

Of 22,716 advisors across 10,432 offices

Location

1039 Islington St; Fl 2 Ste 16

Portsmouth NH 03801

Advisors at this office

2

Advisors at this office

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Bonnie S

CFP®, Series 63, Series 65

Portsmouth, NH

LPL Financial

Bonnie Staniewicz is a financial advisor with LPL Financial in Portsmouth, NH, holding the CFP® designation and Series 63 and 65 licenses. She has 28 years of industry experience, including previous roles at Waddell & Reed, Inc. and First Anchor Wealth Management, LLC. Additionally, she has been involved with the Richie McFarland Children’s Center and operated a business called Fielder's Keeper, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing model portfolios and research from multiple sources to support discretionary and non-discretionary management.

College savings (529s, UTMA, etc.)
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Johanna H

Series 63, Series 65

Portsmouth, NH

LPL Financial

Johanna Holecy is a financial advisor at LPL Financial in Portsmouth, NH, holding Series 63 and Series 65 credentials with eight years of industry experience. Her prior roles include positions at First Anchor Wealth Management, Waddell & Reed, and various insurance carriers. She also worked at the International Language Academy for two years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and third-party research.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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