Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Gentile is a financial advisor who is registered with Commonwealth Financial Network. Melissa has been in the industry since 2020 and holds both the Series 99TO and SIE licenses. Melissa specializes in providing a range of services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Commonwealth Financial Network, a Registered Investment Advisor (RIA) based in Waltham, MA, is a leading independent broker-dealer and Registered Investment Advisor (RIA) that has been serving the needs of financial advisors and their clients for over 40 years. The firm has over 2,950 registered representatives and 3,300 investment advisor representatives. Commonwealth Financial Network provides a comprehensive suite of services to its financial advisors, including: * Custodial and clearing services * Investment products and services * Technology and support * Marketing and business development * Compliance and regulatory support Commonwealth Financial Network is committed to providing its financial advisors with the resources and support they need to help their 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
09/04/2020 - Present
Commonwealth Financial Network (WALTHAM MA)
BC
Issued 09/04/2020
Series 99TO - Operations Professional Examination
BC
Issued 06/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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