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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Geremia is a financial advisor with Commonwealth Financial Network and Ashwood Advisors, both headquartered in Medfield, MA. Stephen Geremia has been working in the industry since August 12, 1991. Commonwealth Financial Network is an independent broker/dealer offering financial planning and investment management services to individuals, families, and businesses. Ashwood Advisors is a registered investment adviser providing asset management and financial planning services. Stephen Geremia is registered as a registered representative in 14 states and as an investment advisor representative in Massachusetts. Stephen Geremia has over 30 years of experience in the financial services industry and has held various positions at different firms. Stephen Geremia is a specialist in financial planning, investment management, and retirement planning.
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
MA
12/19/2007 - Present
Commonwealth Financial Network (MEDFIELD MA)
MA
11/02/1996 - 06/16/1997
BANKBOSTON INVESTOR SERVICES, INC. (BOSTON MA)
NA
10/26/1994 - 11/02/1996
BAYBANKS BROKERAGE SERVICES, INC.
ME
10/05/1993 - 08/16/1994
WORKING ASSETS CAPITAL MANAGEMENT (PORTLAND ME)
NA
05/06/1986 - 07/19/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
03/19/1986 - 05/12/1986
FIRST ALLIANCE FINANCIAL SERVICES, INC.
IA
Issued 02/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1994
Series 7 - General Securities Representative Examination
BC
Issued 10/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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