Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Maher is an investment advisor representative at Commonwealth Financial Network. David has been in the financial services industry since 2000 and has been registered with Commonwealth Financial Network since 2006. He is licensed to provide investment advice in Massachusetts. David offers a variety of financial services, including financial planning, portfolio management, and investment advisory services. David has a strong commitment to providing personalized service to his clients.
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
09/13/2006 - Present
Commonwealth Financial Network (WINCHESTER MA)
MA
02/24/2006 - 09/07/2006
IFMG SECURITIES, INC. (MALDEN MA)
MA
01/22/2003 - 02/27/2006
COMMONWEALTH FINANCIAL NETWORK (MEDFORD MA)
MA
09/19/2000 - 08/02/2002
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MA
06/05/2000 - 09/08/2000
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
IA
Issued 06/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/02/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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