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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Dagostino is a financial advisor with Commonwealth Financial Network. Allison has been in the financial services industry since September 20, 2008. Allison is registered with the state of Massachusetts and is also a Series 6, 7, 63 and 65 licensed professional. Allison has experience working with high net worth individuals, corporations, businesses, and pension and profit-sharing plans. Allison has previously worked with LPL Financial and BlackRock Investments.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
05/29/2019 - Present
Commonwealth Financial Network (WALTHAM MA)
MA
01/08/2013 - 11/07/2017
LPL FINANCIAL LLC (DANVERS MA)
MA
03/13/2007 - 04/16/2012
BLACKROCK INVESTMENTS, LLC (BOSTON MA)
IA
Issued 08/21/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 11/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/12/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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