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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 Richard Hagberg is a financial advisor at Commonwealth Financial Network with over 20 years of experience in the industry. John has a wide range of certifications including Series 7, 24, 30, 31, 53, and 66, as well as the SIE and Series 99TO. John's specializations include retirement planning, college savings, investment management, and insurance. John can help individuals, families, and businesses meet their financial goals. John is committed to providing personalized financial advice to his clients.
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)
BOTH
Issued 04/03/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2010
Series 4 - Registered Options Principal Examination
BC
Issued 11/12/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/04/2006
Series 30 - NFA Branch Manager Examination
BC
Issued 02/03/2006
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 03/30/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 12/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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