Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcy? Claim Your ProfileMarcy Lois Supovitz is a financial advisor with Commonwealth Financial Network. Marcy has been a registered financial advisor since 1989 and has over 30 years of experience in the industry. Marcy holds Series 6, 26, and 63 licenses. Marcy is also a Chartered Financial Consultant. Marcy provides a range of financial services, including financial planning, portfolio management, and investment advisory services. Marcy has a strong track record of success in 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
01/10/2005 - Present
Commonwealth Financial Network (WORCESTER MA)
MA
09/15/1992 - 01/10/2003
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
MA
10/19/1988 - 08/10/1992
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BC
Issued 11/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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