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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl Hefflefinger is a financial advisor at Commonwealth Financial Network with over 30 years of experience in the financial services industry. Carl is a Certified Financial Planner® and holds a Series 6, 7, 22, 24, 63, and 65 licenses. Carl has a strong track record of providing financial advice and investment management services to individuals, families, and businesses. Carl is committed to providing clients with personalized advice and investment strategies that meet their unique needs and goals. In addition to his role at Commonwealth Financial Network, Carl is also a member of Acorn Financial, LLC. Carl's experience and commitment to excellence make him a valuable resource for clients seeking financial guidance.
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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NH
02/15/2002 - Present
Commonwealth Financial Network (Nashua NH)
NH
02/12/2002 - 12/31/2017
COMMONWEALTH FINANCIAL NETWORK (NASHUA NH)
CT
01/03/1995 - 03/11/2002
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
OH
11/02/1988 - 01/03/1995
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
IA
Issued 05/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2002
Series 24 - General Securities Principal Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/06/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/01/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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