Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alden? Claim Your ProfileAlden Wakefield Witman is a financial advisor at RWA Wealth Partners. Alden has been in the financial industry for over 10 years. Prior to joining RWA Wealth Partners, Alden was a financial advisor at UBS Financial Services Inc. and The Harvest Group< LLC. Alden is a Certified Financial Planner. Alden's office is located in Newton, Massachusetts.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Estate planning, tax return preparation & filing; model provider
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Model provider fee
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MA
06/14/2024 - Present
RWA Wealth Partners (NEWTON MA)
MA
09/30/2016 - 05/30/2019
PURSHE KAPLAN STERLING INVESTMENTS (Waltham MA)
MA
12/19/2012 - 10/11/2016
UBS FINANCIAL SERVICES INC. (WELLESLEY MA)
BOTH
Issued 05/03/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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