Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Michael Geraci is an active registered representative at Commonwealth Financial Network with over 15 years of experience in the industry. William Michael Geraci is located in Waltham, Massachusetts. He has passed the Series 6, 7, and 63 exams, along with the SIE. William Michael Geraci has previously worked at John Hancock Distributors LLC and John Hancock Funds, LLC. Commonwealth Financial Network is a firm located in Waltham, Massachusetts. They have a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. Commonwealth Financial Network offers a variety of advisory services, including financial planning, portfolio management for individuals and businesses, educational seminars, and publication of periodicals.
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
02/18/2014 - Present
Commonwealth Financial Network (WALTHAM MA)
MA
09/12/2013 - 02/19/2014
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
11/20/2007 - 09/03/2013
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
03/27/2007 - 11/21/2007
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
BC
Issued 07/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/26/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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