Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad William Gutner is a financial advisor with Commonwealth Financial Network, located in Braintree, MA. Chad has been in the industry since August 24, 2001. Chad holds a Series 7, Series 6, and Series 66 license, and is a Certified Financial Planner. Commonwealth Financial Network is a Registered Investment Advisor with offices in Waltham, MA. The firm provides financial planning, portfolio management, and other advisory services. Commonwealth Financial Network has over 19,600 clients and over $177 billion in assets under management.
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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2
MA
06/19/2009 - Present
Commonwealth Financial Network (Braintree MA)
MA
09/28/2006 - 05/15/2009
COMMONWEALTH FINANCIAL NETWORK (DANVERS MA)
MA
01/01/2002 - 07/24/2006
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
07/12/2001 - 01/01/2002
MANUFACTURERS SECURITIES SERVICES, LLC (BOSTON MA)
CT
04/03/2001 - 04/23/2001
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
BOTH
Issued 11/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/02/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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