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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberta? Claim Your ProfileRoberta Louise Nestor is a financial advisor with Commonwealth Financial Network. Roberta has over 30 years of experience in the financial services industry. She has held registrations with several firms throughout her career, including Polaris Financial Services, Inc., Commonwealth Equity Services, Inc., and Nathan, Lewis & Grant, Inc. Roberta specializes in financial planning, portfolio management, and pension consulting. She holds licenses to offer both investment advisory and brokerage services. Roberta is a registered representative in a number of states, including Arizona, California, Connecticut, Florida, Kentucky, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, Vermont, Virginia, and Washington.
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
CT
03/07/1995 - Present
Commonwealth Financial Network (MILFORD CT)
NH
03/15/1991 - 10/05/1994
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
MA
08/02/1985 - 03/27/1991
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
NA
06/07/1984 - 10/28/1985
NATHAN, LEWIS & GRANT, INC.
IA
Issued 01/26/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/21/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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