Commonwealth Financial Network
About this Advisor
Kris Maleski is an advisor in Rockville, Maryland. Currently an advisor with Commonwealth Financial Network, they have accrued 10 years of work experience as a financial advisor. Maleski maintains Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Maleski is registered to act as a financial advisor in Maryland. Throughout their career, they have worked at Clearone Advantage, Finra, Guggenheim Investments, Strategic Wealth Management Group, Nylife Securities LLC, Strategic Financial Associates, Commonwealth Financial Network, Hub International/The Insurance Exchange and Eagle Strategies LLC. Commonwealth Financial Network is located in Rockville, Maryland, and has 1,090 additional locations across the nation. Overall, Commonwealth Financial Network oversees $111 billion in assets throughout 436,517 accounts and retains more than 3,400 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the United States. The firm manages 426,927 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 4% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Commonwealth Financial Network provides 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 firm's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Commonwealth Financial Network Brokerage Details
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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
Kris Maleski Work History
Kris has 10 years of experience.
Commonwealth Financial Network
Hub International/The Insurance Exchange
Nylife Securities LLC
Eagle Strategies LLC
Strategic Financial Associates
Strategic Wealth Management Group
Kris Maleski has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Commonwealth Financial Network
Salt Lake City, UT
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.