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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bestgen is a financial advisor with Commonwealth Financial Network. William is registered with the state of Massachusetts as an Investment Advisor Representative. William has been in the industry for over 30 years and has a strong commitment to helping clients achieve their financial goals. William specializes in working with individuals, families, and businesses. William also offers a variety of financial planning services, including retirement planning, college savings, and estate planning. William has a deep understanding of the financial markets and a passion for helping clients make informed decisions about their money. William believes that everyone deserves access to quality financial advice, and is committed to providing his clients with the personalized service they need to succeed.
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
03/14/1996 - Present
Commonwealth Financial Network (Braintree MA)
MA
03/16/1992 - 03/29/2019
COMMONWEALTH FINANCIAL NETWORK (Braintree MA)
CT
03/15/1993 - 06/09/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NA
01/01/1974 - 10/19/1992
HOME LIFE INSURANCE COMPANY
MD
06/13/1983 - 04/04/1992
MERIDIAN INVESTMENTS, INC. (BETHESDA MD)
IA
Issued 11/17/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1973
Series 1 - Registered Representative Examination
Active
Inactive
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