Unclaimed
Deborah Fair is a financial advisor with Commonwealth Financial Network. Deborah is a registered representative and investment advisor representative in Massachusetts. Deborah has been in the industry since 2006. Previously, Deborah worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Northwestern Mutual Investment Services, LLC, AXA Advisors, LLC and Morgan Stanley Smith Barney. Deborah has a wide range of experience in the financial services industry. She is a certified financial planner and has passed several industry exams, including the Series 7, Series 3, Series 10, Series 24, Series 26, Series 31 and Series 66. Deborah is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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
10/16/2017 - Present
Commonwealth Financial Network (WALTHAM MA)
MA
02/10/2016 - 09/26/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
MA
10/29/2014 - 01/28/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WELLESLEY MA)
MA
07/25/2013 - 09/10/2014
AXA ADVISORS, LLC (WELLESLEY MA)
MA
04/21/2010 - 02/09/2012
MORGAN STANLEY SMITH BARNEY (BOSTON MA)
RI
09/08/2004 - 04/13/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PROVIDENCE RI)
BOTH
Issued 03/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2020
Series 24 - General Securities Principal Examination
BC
Issued 04/27/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/06/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/10/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2011
Series 3 - National Commodity Futures Examination
BC
Issued 07/29/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 09/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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