Fabiana Pereira
Financial Advisor, Registered Representative, Osaic Institutions, Inc.
Responsibilities
Fabiana delivers tailored financial solutions and comprehensive retirement planning to clients in coordination with senior Wealth Advisors at NHTrust. She builds long-term relationships by providing attentive, personalized guidance and regular follow-up to help clients achieve financial goals. Fluent in English and Portuguese and licensed to offer securities as a Registered Representative affiliated with Osaic Institutions, Inc., Fabiana is committed to exceptional client service.
Experience
Fabiana joined our team in 2025 after serving as Senior Financial Wellness Educator with Sentinel Group in Wakefield, MA. In that role, she reviewed retirement plan performance with institutional advisory clients, educated retirement plan participants and provided one-on-one retirement counseling. Previously, she was a branch manager at Salem Five Bank and was a licensed banker at Santander Bank, where she consistently exceeded sales targets and drove branch growth.
Education
- Cambridge College, BA in Multidisciplinary Studies
Credentials
- Series 65 Uniform Investment Adviser Law Registration
- Series 63 Uniform Securities Agent State Law Registration
- Series 6 Investment Company and Variable Contracts Registration
- NH & MA Life, Accident, Health Licenses
Philosophy
“I believe finance is deeply personal, and trust is paramount. While portfolios are important, what truly matters are the lives, goals and futures behind them. I’m committed to providing dependable guidance, clear communication and the confidence that comes from knowing you’re not navigating financial decisions alone.”
Personal
“I enjoy traveling, trying new cuisine and being outdoors.”
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