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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn David Wolfsberg is an investment advisor representative with Centerpoint Advisors, LLC. John David Wolfsberg has been with Centerpoint Advisors, LLC since January 2017. John David Wolfsberg is also registered as an investment advisor representative in Massachusetts. John David Wolfsberg has a Series 65 license. The firm offers advisory services including financial planning, portfolio management for individuals, and portfolio management for businesses. The firm primarily serves individuals, high net worth individuals, charitable organizations, and pension and profit sharing plans. The firm's main office is located in Needham, Massachusetts.
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.
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.
A percentage of the total value of assets under management is charged.
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MA
02/12/2018 - Present
Centerpoint Advisors, LLC (NEEDHAM MA)
IA
Issued 02/03/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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