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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 Andrew High is a financial advisor currently registered with Commonwealth Financial Network in Waltham, MA. Stephen has been in the industry since June 2012. Stephen's previous roles included a position at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newton, MA, and Cambridge Investment Research, Inc. in Pawtucket, RI. Stephen is licensed in MA and has a Series 6, 7, 63 and 66. Stephen specializes in providing financial advice for individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans, and state and municipal government entities. Stephen is committed to helping clients achieve their financial goals through a personalized approach.
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
07/26/2022 - Present
Commonwealth Financial Network (WALTHAM MA)
MA
06/24/2019 - 11/05/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWTON MA)
RI
06/25/2018 - 04/12/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (Pawtucket RI)
MA
09/08/2011 - 05/01/2018
BLACKROCK INVESTMENTS, LLC (BOSTON MA)
BOTH
Issued 06/28/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/07/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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