Unclaimed
Andrew Messenger is a financial advisor with Commonwealth Financial Network. Andrew has been in the industry since 2017. Andrew has a Series 6 license, which is held by investment company product/variable contract representatives. Andrew has also passed the Securities Industry Essentials Exam. Andrew has experience with clients including charitable organizations, high-net-worth individuals, pension and profit sharing plans, corporations or other businesses, and individuals other than high-net-worth individuals. Commonwealth Financial Network is an Independent Registered Investment Advisor (RIA) with more than 2500 licensed agents. Commonwealth Financial Network has a large client base including high-net-worth individuals, charitable organizations, corporations, individuals, and pension and profit sharing plans. Commonwealth Financial Network provides advisory services including financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars. Commonwealth Financial Network also provides a range of compensation arrangements including fixed fees, commissions, hourly charges, and a percentage of assets.
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
06/05/2018 - Present
Commonwealth Financial Network (WALTHAM MA)
MA
09/22/2016 - 08/16/2017
MML DISTRIBUTORS, LLC (BOSTON MA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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