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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rondi? Claim Your ProfileRondi Albrecht is an investment professional with over 29 years of experience in the financial services industry. Rondi has held various roles at several prominent firms throughout her career, including Fidelity Investments Institutional Services Company, Inc., Commonwealth Equity Services, Inc. and Boston Capital Services, Inc. Currently, Rondi is an Investment Advisor Representative at Commonwealth Financial Network, providing financial services to clients across Maine and Florida. Rondi is a registered representative with FINRA and holds Series 6, 7, 63, and 65 licenses. Rondi is dedicated to providing her clients with personalized financial advice and investment strategies.
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
ME
01/06/2004 - Present
Commonwealth Financial Network (BANGOR ME)
MA
12/13/1994 - 01/26/1995
BOSTON CAPITAL SERVICES,INC. (BOSTON MA)
MA
06/16/1994 - 11/11/1994
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
RI
10/21/1993 - 05/16/1994
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 12/18/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/20/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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