Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fadi? Claim Your ProfileFadi Khoury is an investment advisor representative associated with Commonwealth Financial Network, working in the Waltham, MA branch office. Fadi has been in the industry since October 1997 and has experience with a wide range of financial products and services. Fadi is a registered investment advisor representative in Massachusetts. Before joining Commonwealth Financial Network, Fadi worked at Quick & Reilly, Inc. and Fidelity Brokerage Services, Inc.
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
03/14/2011 - Present
Commonwealth Financial Network (WALTHAM MA)
NY
06/05/2000 - 09/07/2001
QUICK & REILLY, INC. (NEW YORK NY)
RI
10/22/1999 - 04/26/2000
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
RI
09/08/1997 - 10/21/1999
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 01/24/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2008
Series 3 - National Commodity Futures Examination
BC
Issued 03/09/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/04/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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