Unclaimed
Derenig Michael Kostikian is a financial advisor with Commonwealth Financial Network. Derenig has been in the industry since 2005. Derenig is registered with the state of Massachusetts and holds Series 6, 7, 63 and 65 licenses. Derenig specializes in financial planning, portfolio management, and retirement planning. Derenig is a Certified Financial Planner (CFP) and has worked for AssetMark Brokerage, LLC and Signator Financial Services, Inc. in the past.
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
04/19/2023 - Present
Commonwealth Financial Network (WALTHAM MA)
CA
07/06/2022 - 03/28/2023
ASSETMARK BROKERAGE, LLC (CONCORD CA)
MA
02/18/2014 - 06/06/2022
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MA
11/05/2013 - 03/03/2014
SIGNATOR FINANCIAL SERVICES, INC. (BOSTON MA)
MA
04/27/2011 - 03/03/2014
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
01/03/2006 - 10/06/2010
ALPS DISTRIBUTORS, INC. (TEWKSBURY MA)
MA
02/28/2005 - 12/13/2005
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 05/01/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/25/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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