Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Vallee is a financial advisor at Commonwealth Financial Network. He has been in the industry since 2005 and has extensive experience in investment advising and financial planning. Robert is registered to provide investment advice in Massachusetts.
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
03/31/2022 - Present
Commonwealth Financial Network (WALTHAM MA)
MA
08/03/2016 - 02/25/2022
SANTANDER SECURITIES LLC (Dorchester MA)
MA
07/22/2011 - 08/03/2016
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
MA
08/25/2008 - 01/31/2011
OGILVIE SECURITY ADVISORS CORPORATION (BOSTON MA)
MA
06/13/2007 - 04/22/2008
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
MA
08/17/2006 - 07/12/2007
LINSCO/PRIVATE LEDGER CORP. (BOSTON MA)
MA
07/25/2005 - 08/23/2006
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
MA
10/20/2004 - 07/20/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
08/04/2004 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
04/27/2004 - 07/26/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 05/31/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/06/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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