Zachary
Wielgoszinski
Commonwealth Financial Network
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About this Advisor
Zachary Wielgoszinski is a financial advisor based in Cumberland Foreside, Maine, working with Commonwealth Financial Network. Zachary has previously held positions at Nh Tomahawks, Fidelity Brokerage Services, Fidelity Brokerage Services LLC, Equiscript, LLC, Cetera Advisors, Iis Financial Services, New Hampshire Tomahawks, Morgan Stanley, Hub International New England, LLC, Commonwealth Financial Network, and E*Trade Capital Management LLC. Zachary has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Maine. Currently, Zachary is part of Commonwealth Financial Network, which operates out of Cumberland Foreside, Maine. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$177,031,841,416
4,500
623,075
$284,126
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Zachary Wielgoszinski Work History
Hub International New England, LLC
Commonwealth Financial Network
Morgan Stanley
Cetera Advisors
Iis Financial Services
Equiscript, LLC
Fidelity Brokerage Services LLC
E*Trade Capital Management LLC
Fidelity Brokerage Services
Nh Tomahawks
New Hampshire Tomahawks
Disclosures
Please visit the SEC profile of Zachary Wielgoszinski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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