Unclaimed
Matthew Bausch is a financial advisor affiliated with Commonwealth Financial Network. Matthew has been working in the industry since September 21, 2017. Matthew is registered to provide investment advisory services in Massachusetts, New Hampshire, Arizona, Florida, Maine, and New Hampshire. Matthew has passed the Securities Industry Essentials Examination, the General Securities Representative Examination, and the Uniform Combined State Law Examination. Commonwealth Financial Network is a large firm with over 623,000 clients and $177 billion in assets under management. The firm provides a variety of financial services, including financial planning, pension consulting, and portfolio management. Commonwealth Financial Network has a strong reputation in the industry. Commonwealth Financial Network is known for its commitment to providing high-quality financial services to its 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
08/02/2023 - Present
Commonwealth Financial Network (WILMINGTON MA)
BOTH
Issued 03/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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