Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Edward Wolfsberg is an Investment Advisor Representative at Centerpoint Advisors, LLC. John Edward Wolfsberg has been in the industry since January 1995. John Edward Wolfsberg has experience with other investment advisory firms including Arthur W. Wood Company, Inc., Detwiler Fenton & Co. and Detwiler Fenton Wealth Management Inc. Centerpoint Advisors, LLC is headquartered in Needham, Massachusetts. The firm specializes in providing financial planning, portfolio management for businesses and individuals, and is registered with the state of Massachusetts. John Edward Wolfsberg is a registered Investment Advisor Representative in the state of 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.
1
2
MA
08/02/2011 - Present
Centerpoint Advisors, LLC (NEEDHAM MA)
MA
01/04/2017 - 04/27/2021
WOOD (ARTHUR W.) COMPANY, INC. (Needham MA)
MA
01/02/2013 - 01/03/2017
DETWILER FENTON & CO. (NEEDHAM MA)
MA
12/04/2012 - 05/28/2015
DETWILER FENTON WEALTH MANAGEMENT INC (NEEDHAM MA)
MA
05/06/2008 - 12/07/2012
NATIONAL SECURITIES CORPORATION (NEEDHAM MA)
MA
01/25/1995 - 05/15/2008
BEAR, STEARNS & CO. INC. (BOSTON MA)
IA
Issued 02/22/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure John Wolfsberg is the right advisor for you? Invested Better is here to help.
