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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachael? Claim Your ProfileRachael Anna Crosby is a financial advisor at Commonwealth Financial Network. Rachael has been in the industry since February 2016 and is registered with the state of Massachusetts. Rachael is also a Series 66, Series 53, Series 24, SIE, Series 52, and Series 7 licensed professional. Commonwealth Financial Network is a Registered Investment Advisor (RIA) headquartered in Waltham, Massachusetts. The firm has approximately 19,600 clients and manages $177 billion in assets. They provide a wide range of services including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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
05/15/2017 - Present
Commonwealth Financial Network (WALTHAM MA)
BOTH
Issued 05/08/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/09/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 02/17/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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