Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rae? Claim Your ProfileRae Michael MacWilliam is a financial advisor associated with Commonwealth Financial Network. Rae has been in the financial industry since 1986 and has been registered with Commonwealth Financial Network since 1998. Rae has worked with a number of firms including Investors Capital Corp., Forth Financial Securities, Corporation, and John Hancock Distributors, Inc. Rae holds the following licenses: Series 6, 7, 22, 24 and 63, as well as the SIE exam.
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
NH
06/24/1998 - Present
Commonwealth Financial Network (Manchester NH)
MA
01/05/1996 - 04/28/1997
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
VA
02/21/1995 - 01/01/1996
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
MA
09/03/1986 - 02/09/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
09/03/1986 - 02/09/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 09/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/18/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/02/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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