Unclaimed
Colleen Maimaron is a registered investment advisor representative at Commonwealth Financial Network. Colleen is licensed in Massachusetts. Colleen has been in the industry since 2011. Colleen specializes in portfolio management for individuals, portfolio management for businesses, pension consulting, financial planning, publication of periodicals, selection of other advisors, and educational seminars. Commonwealth Financial Network's main office is located in Waltham, MA.
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
10/31/2017 - Present
Commonwealth Financial Network (Duxbury MA)
Active
Inactive
Not sure Colleen Maimaron is the right advisor for you? Invested Better is here to help.