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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 John Walczak is a financial advisor with Commonwealth Financial Network. Robert has been in the industry since 2007. Robert's credentials include holding the Series 6, 7, and 66 licenses. Robert is registered to provide investment advice in 19 states and is also registered with FINRA. Robert is also a Certified Financial Planner. In addition to his work with Commonwealth Financial Network, Robert is also a co-owner of Granite State Wealth Management, LLC, an RIA, and Granite State Wealth Management, a fixed insurance sales business. Robert has over 15 years of experience in the financial services industry and is committed to providing his clients with personalized financial advice.
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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NH
03/16/2010 - Present
Commonwealth Financial Network (Londonderry NH)
MA
02/06/2008 - 02/25/2009
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
CO
07/18/2007 - 01/22/2008
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
BOTH
Issued 03/15/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/17/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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