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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 Diamond is a financial advisor with Commonwealth Financial Network. John has been in the financial services industry since 2002. He has been registered with Commonwealth Financial Network since 2016. John is a Certified Financial Planner and holds Series 6, 7, 24 and 63 licenses. John has worked for several firms including New York Life and Northwestern Mutual Investment Services. John has a long history of providing financial services to individuals and businesses. He is committed to helping clients 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.
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2
MA
10/31/2024 - Present
Commonwealth Financial Network (Natick MA)
MA
03/02/2005 - 10/19/2016
NYLIFE SECURITIES LLC (WALTHAM MA)
WI
04/23/2002 - 02/07/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BC
Issued 04/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/22/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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