Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Todd Acchione is an active investment advisor representative registered with Commonwealth Financial Network. Raymond has been in the securities industry since April 6, 2000, and has a Series 7, Series 63, Series 24, Series 26, Series 55, Series 57TO, Series 99TO, and SIE license. Raymond has been with Commonwealth Financial Network since June 2003. Raymond's previous experience includes a role with Veravest Investments, Inc. in Worcester, Massachusetts. Raymond specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
1
2
MA
03/14/2011 - Present
Commonwealth Financial Network (WALTHAM MA)
MA
03/22/2000 - 06/16/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 09/29/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2004
Series 24 - General Securities Principal Examination
BC
Issued 02/07/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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