Unclaimed
David Kemmerer is a financial advisor with Commonwealth Financial Network. David has been in the industry since 2003. David has licenses in Massachusetts. David has worked at MFS Fund Distributors, Inc., Balter Liquid Alternatives, NORTHERN LIGHTS DISTRIBUTORS, LLC, MFS Investment Management, Bluebird Wealth Management LLC, and Commonwealth Financial Network. David's experience includes working with individuals, corporations, trusts, pension plans, charitable organizations and state and municipal government entities.
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
01/30/2020 - Present
Commonwealth Financial Network (WALTHAM MA)
NE
11/29/2018 - 03/15/2019
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
MA
04/14/2010 - 11/09/2018
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
CT
12/24/2009 - 03/17/2010
CHASE INVESTMENT SERVICES CORP. (GREENWICH CT)
MA
09/20/2007 - 11/03/2009
NATIXIS DISTRIBUTORS, L.P. (BOSTON MA)
MA
10/16/2003 - 09/05/2007
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
03/13/2003 - 10/16/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 05/05/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/11/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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