Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Conrad? Claim Your ProfileConrad Pensavalle is an investment advisor representative at Commonwealth Financial Network in Burlington, Massachusetts. Conrad has been in the securities industry since 1980, and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Conrad holds Series 7 and Series 63 licenses, as well as the SIE exam. In addition to investment advisory services, Conrad also provides financial planning, pension consulting, and educational seminars.
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
03/04/2014 - Present
Commonwealth Financial Network (BURLINGTON MA)
MA
05/05/1998 - 07/05/2007
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
MD
09/01/1997 - 04/14/1998
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
NA
11/05/1990 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
NY
01/19/1989 - 10/25/1990
COWEN & CO. (NEW YORK NY)
NA
08/03/1984 - 01/20/1989
BEAR, STEARNS & CO. INC.
NA
10/24/1980 - 08/02/1984
MOSELEY, HALLGARTEN, ESTABROOK & WEEDEN, INC.
IA
Issued 12/09/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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