Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherwood? Claim Your ProfileSherwood Wakeman is a financial advisor with Commonwealth Financial Network, a firm based in Waltham, Massachusetts. Sherwood is a registered representative with Series 7, Series 63, and Series 7TO licenses and holds the SIE designation. Sherwood has been in the financial industry since 2015. Before joining Commonwealth Financial Network, Sherwood worked at TD Ameritrade, Inc. The firm is regulated by FINRA. The firm specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations. The firm's primary focus is on providing high-quality, personalized financial advice to clients.
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
02/19/2021 - Present
Commonwealth Financial Network (WALTHAM MA)
CA
08/21/2015 - 03/22/2017
TD AMERITRADE, INC. (SAN DIEGO CA)
BC
Issued 11/24/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/22/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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