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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Raymond Bashaw is a financial advisor with over 38 years of experience in the industry. David is currently registered with Commonwealth Financial Network and has been with the firm since September 8, 1996. David holds the Series 6, 62, 63 and 65 licenses as well as the SIE exam. David's specializations include Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting, Financial Planning, and Selection of Other Advisers. David is licensed in 15 states and is actively registered with the Financial Industry Regulatory Authority (FINRA) and the state of Massachusetts as an Investment Advisor Representative.
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
09/08/1996 - Present
Commonwealth Financial Network (NORTON MA)
NA
06/20/1983 - 04/04/1986
FIRST INVESTORS CORPORATION
IA
Issued 03/14/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2007
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 06/25/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/17/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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