Unclaimed
Jennifer Franco is a financial advisor with Commonwealth Financial Network. Jennifer has over 20 years of experience in the financial industry. She is a registered representative and investment advisor representative. Jennifer holds the Series 7, 63, 24, 99TO, and SIE licenses. Jennifer works with individuals, corporations, and institutions. She specializes in financial planning, portfolio management, and retirement planning. Jennifer is committed to providing her clients with personalized service 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
10/05/2001 - Present
Commonwealth Financial Network (WALTHAM MA)
BC
Issued 12/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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