Unclaimed
Brian Deacetis is a financial advisor with Commonwealth Financial Network and has been in the industry since December 2020. Brian is a Certified Financial Planner with experience in providing financial planning, portfolio management, and pension consulting services to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Brian is registered to provide investment advice in Massachusetts and holds the Series 7TO, Series 66, and SIE licenses. Brian previously worked at Lincoln Financial Advisors Corporation.
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
03/08/2022 - Present
Commonwealth Financial Network (Maynard MA)
MA
11/03/2020 - 02/01/2022
LINCOLN FINANCIAL ADVISORS CORPORATION (BOSTON MA)
BOTH
Issued 03/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/20/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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