linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Terese Dorothy Serra

Commonwealth Financial Network

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Terese? Claim Your Profile

About Terese Dorothy Serra

Terese Serra is a financial advisor with Commonwealth Financial Network, a firm that manages over $177 billion in assets. Terese joined Commonwealth Financial Network in 2009. Prior to that, Terese held positions at Sun Life Financial Distributors, Inc., PFPC Distributors, Inc., and VeraVest Investments, Inc. Terese is registered in Massachusetts and holds a Series 6, Series 26, and Series 63 licenses, along with the SIE exam. Terese specializes in providing financial planning, portfolio management, and educational seminars.

Firm Information

Terese Serra is currently registered with Commonwealth Financial Network. Commonwealth Financial Network is an Approved Limited Liability Company formed in August 2017 and headquartered in Waltham, Massachusetts. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses and individuals, and other advisory services. They have a presence in all 50 states, as well as in Puerto Rico and the Virgin Islands. The firm manages approximately $177 billion in regulatory assets under management and has a large network of licensed agents, investment adviser representatives, registered representatives, and investment advisory functions. They cater to various client types, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and state or municipal government entities.
Commonwealth Financial Network

29 SAWYER ROAD

WALTHAM, MA 02453-3483

$177.03B

Assets Under Management

19,600

Total Clients

3,791

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Terese Serra’s Registration & Firm History

MA

11/10/2009 - Present

Commonwealth Financial Network (WORCESTER MA)

MA

01/30/2008 - 02/11/2009

SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)

MA

09/26/2007 - 12/10/2007

PFPC DISTRIBUTORS, INC. (WESTBOROUGH MA)

MA

06/20/1996 - 12/08/2006

VERAVEST INVESTMENTS, INC. (WORCESTER MA)

Not sure if Terese Dorothy Serra is right for you?

Licenses & Designations

BC

Issued 09/20/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/04/1999

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terese Dorothy Serra.
Not sure if Terese Dorothy Serra is right for you?