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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fred? Claim Your ProfileFred G. Scheffner is a financial advisor with Commonwealth Financial Network, a registered investment advisor headquartered in Waltham, MA. Fred has been in the industry since 1995 and is registered with the state of Utah as a Registered Representative and an Investment Advisor Representative. Fred has experience working with individuals, high net worth individuals, businesses, corporations, charitable organizations, pension and profit sharing plans, and state or municipal government entities. Fred is committed to providing clients with comprehensive financial planning and investment management services.
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
UT
09/24/2002 - Present
Commonwealth Financial Network (SALT LAKE CITY UT)
MA
07/10/1995 - 10/01/2002
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
07/10/1995 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 07/07/1995
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/07/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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