Unclaimed
Emily Normandin is a financial advisor with Commonwealth Financial Network, a firm that provides financial planning, portfolio management, and other investment-related services to individual investors, businesses, and institutions. Emily is a CERTIFIED FINANCIAL PLANNER™ professional with over seven years of experience in the financial services industry. She is passionate about helping her clients achieve their financial goals, whether it be saving for retirement, paying for college, or building a strong financial foundation. Emily is committed to providing her clients with personalized financial advice and guidance that is tailored to their specific needs and circumstances.
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
CT
11/06/2023 - Present
Commonwealth Financial Network (CHESHIRE CT)
CT
06/24/2020 - 09/20/2023
KESTRA INVESTMENT SERVICES, LLC (AVON CT)
CT
08/24/2018 - 05/11/2020
SECURITIES SERVICE NETWORK, LLC (WEST HARTFORD CT)
MA
12/20/2016 - 06/13/2018
AXA ADVISORS, LLC (WELLESLEY MA)
IA
Issued 04/06/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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