![Peter McManus, financial advisor Worcester MA](/img/ws/profile-blank-sq.png)
Peter McManus (CRD# 1284284) is an Investment Advisor Representative working at Commonwealth Financial Network in Worcester, MA and has over 39 years of experience in the finance industry.
![Rebecca Abbatamarco-Boisclair, financial advisor Worcester MA](/img/ws/profile-blank-sq.png)
CRD# 4030542
Ameriprise Financial Services, LLC
![Robert Abendroth, financial advisor Worcester MA](/img/ws/profile-blank-sq.png)
CRD# 6401139
Eagle Strategies LLC
![Emil Aberizk, financial advisor Worcester MA](/img/ws/profile-blank-sq.png)
CRD# 1049525
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Bartholomew & Company, Inc. | Worcester, MA | Jun 2009 - Current | 14 |
Commonwealth Financial Network | Waltham, MA | Jun 2009 - Current | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 1984 |
S66 | NASAA Uniform Combined State Law Examination | Jul 2010 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MA
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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