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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Briana? Claim Your ProfileBriana Anderson is a financial advisor with Commonwealth Financial Network, a firm with offices in Westborough, MA. Briana has been in the industry since 2015 and has a wide range of experience in the financial services field. Briana Anderson is registered with the state of Massachusetts and holds the Series 6, 7, and SIE licenses. Briana works with a variety of clients, including individuals, families, corporations, and charitable organizations. She is committed to providing personalized financial advice and helping her clients achieve their financial goals.
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.
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MA
04/06/2022 - Present
Commonwealth Financial Network (Westborough MA)
MA
02/06/2015 - 02/22/2022
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)
BC
Issued 12/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/06/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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