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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Aram Mestjian is a financial advisor with Commonwealth Financial Network and Alliance Private Wealth, LLC. He has been in the industry since 2008 and holds the Series 7, Series 63, and Series 65 licenses. Robert also holds the Certified Financial Planner designation and has experience providing financial planning, portfolio management, and investment advice to a variety of clients, including individuals, families, businesses, and charitable organizations. He specializes in retirement planning, college savings, and estate planning. Robert is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.
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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MA
07/30/2009 - Present
Commonwealth Financial Network (NORTH READING MA)
MA
01/28/2008 - 12/31/2013
COMMONWEALTH FINANCIAL NETWORK (NORTH READING MA)
IA
Issued 07/22/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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