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Randolph Joseph Altavilla

Commonwealth Financial Network

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About Randolph Joseph Altavilla

Randolph Altavilla is a financial advisor at Commonwealth Financial Network. Randolph has been a financial advisor for over 40 years and has experience in a variety of financial products and services, including investment company products, direct participation programs, corporate securities, municipal securities, and government securities. Randolph is also a Chartered Financial Consultant (ChFC) and has earned a Series 6, Series 22, Series 62, Series 52, Series 72, Series 9, Series 10, Series 24, and SIE licenses. Randolph is registered with Commonwealth Financial Network in New York and Arizona. Before joining Commonwealth Financial Network, Randolph was registered with MML INVESTORS SERVICES, LLC, MSI FINANCIAL SERVICES, INC., METROPOLITAN LIFE INSURANCE COMPANY, and HORNOR, TOWNSEND & KENT, INC..

Firm Information

Randolph Altavilla is currently registered with Commonwealth Financial Network. Commonwealth Financial Network is an Approved Limited Liability Company formed in August 2017 and headquartered in Waltham, Massachusetts. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses and individuals, and other advisory services. They have a presence in all 50 states, as well as in Puerto Rico and the Virgin Islands. The firm manages approximately $177 billion in regulatory assets under management and has a large network of licensed agents, investment adviser representatives, registered representatives, and investment advisory functions. They cater to various client types, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and state or municipal government entities.
Commonwealth Financial Network

29 SAWYER ROAD

WALTHAM, MA 02453-3483

$177.03B

Assets Under Management

19,600

Total Clients

3,791

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Randolph Altavilla’s Registration & Firm History

NY

05/10/2024 - Present

Commonwealth Financial Network (Saratoga Springs NY)

NY

03/25/2017 - 05/13/2024

MML INVESTORS SERVICES, LLC (Saratoga Springs NY)

NY

01/27/2000 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (HAUPPAUGE NY)

NY

01/27/2000 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (MELVILLE NY)

PA

09/09/1983 - 02/16/2000

HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)

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Licenses & Designations

BC

Issued 01/12/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/07/2001

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/07/2001

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 03/07/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/26/2000

Series 72 - Government Securities Representative Examination

BC

Issued 01/13/1997

Series 52 - Municipal Securities Representative Examination

BC

Issued 08/05/1991

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 02/22/1984

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 09/07/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Randolph Joseph Altavilla.
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