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COLUMBIANA – Modern Wealth Management is launching its newly branded financial services firm. The firm is represented by Commonwealth who is its sponsored broker dealer. Once a Prudential office, customers nationwide now have access to a multitude of additional products now offered at Modern Wealth Management in Columbiana. “With the ability to be independent and […]
New York, NY (PRWEB) April 12, 2022 -- Xtiva, the only provider of Sales Performance Management Technology and Services exclusively for the financial service
Commonwealth Financial Network ®, a national firm dedicated to providing advisor-focused business solutions, announces the addition of FS Financial of Southington, Connecticut, to its network of independent financial advisors. Formerly affiliated with Wells Fargo, financial advisors Aaron Sehl and Vincent Feijoo, a CFP ® professional, founded the independent firm in April 2021, bringing with them veteran support staff member Michele Molitor. The dually registered firm will be responsible for $200 million in assets under management, with close to 75 percent fee-based business. FS Financial w...
Press release content from Business Wire. The AP news staff was not involved in its creation. Commonwealth to Bolster Wealth Management Advisor Support with Incoming Senior Vice President February 25, 2021 GMT WALTHAM, Mass.--(BUSINESS WIRE)--Feb 25, 2021-- Commonwealth Financial Network ®, a national firm dedicated to providing advisor-focused business solutions, announces the hiring of Karen McColl, CFA ®, SVP, wealth management. The role will be central to shaping the next evolution of Commonwealth’s advisor support model across Advanced Planning, Insurance, Annuity Research, Investmen...
Press release content from Business Wire. The AP news staff was not involved in its creation. Commonwealth Eyes Future Growth with Key Additions to Technology, Information Security Leadership Teams February 3, 2021 GMT WALTHAM, Mass.--(BUSINESS WIRE)--Feb 3, 2021-- Commonwealth Financial Network ®, a national firm dedicated to providing advisor-focused business solutions, announced the recent addition of Mukund Ravipaty, chief information security officer, and Garreth Speer, vice president, IT infrastructure. Both positions will be instrumental in broadening Commonwealth’s cloud technology...