Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rafael? Claim Your ProfileRafael Svelti is an investment advisor representative with Commonwealth Financial Network and has over 13 years of experience in the financial services industry. Rafael is a CERTIFIED FINANCIAL PLANNER™ professional and holds several securities licenses, including Series 6, Series 7, Series 63 and Series 65. Rafael is also registered with the state of Massachusetts. Rafael specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. Rafael has been with Commonwealth Financial Network since 2023. Previously, Rafael worked with J.P. Morgan Securities LLC, Citizens Securities, Inc., Wells Fargo Advisors, LLC, and Chase Investment Services Corp.
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
01/02/2024 - Present
Commonwealth Financial Network (LOWELL MA)
MA
08/10/2022 - 08/29/2023
J.P. MORGAN SECURITIES LLC (Boston MA)
MA
09/14/2021 - 07/13/2022
CITIZENS SECURITIES, INC. (MEDFORD MA)
MA
11/19/2015 - 01/08/2020
CITIZENS SECURITIES, INC. (MEDFORD MA)
NY
10/11/2012 - 08/19/2015
WELLS FARGO ADVISORS, LLC (NEW YORK NY)
NY
10/01/2012 - 10/05/2012
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
02/03/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
IA
Issued 03/03/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/02/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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