Allison DelenaCRD Number: 5717456
Current Firm: Commonwealth Financial Network
Allison Delena (CRD# 5717456) is an Investment Advisor Representative working at Commonwealth Financial Network in Newburyport, MA and has over 6 years of experience in the finance industry. Allison Delena has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Fidelity Personal And Workplace Advisors
Abraham, Robert Ralph Jr
Lpl Financial LLC
|Commonwealth Financial Network||Waltham, MA||Mar 2019 - Current||3|
|The Blanchette Financial Group||Newbury, MA||Mar 2019 - Current||3|
|Mml Investors Services, LLC||Wakefield, MA||Mar 2017 - Mar 2019||2|
|Massachusetts Mutual Life Insurance Company||Springfield, MA||Jul 2016 - Mar 2019||2|
|Metlife Securities Inc.||Boston, MA||Oct 2014 - Mar 2019||4|
|Stonehearth Capital Management||Danvers, MA||Mar 2014 - Oct 2014||< 1|
|Wealth Management Group, LLC||Danvers, MA||Feb 2013 - Mar 2014||1|
|Wealth Management Group, LLC||Danvers, MA||Aug 2009 - Feb 2013||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2015|
Total Assets Under Management161,853MILLIONS
Total Number of Accounts540,172ACCOUNTS
Average Account Value$299,632
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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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