Commonwealth Financial Network
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About this Advisor
Victor Maldonado is a certified financial planner and chartered financial consultant operating out of Bowie, Maryland who has 2 years of relevant experience. Maldonado is currently employed by Commonwealth Financial Network. During their career, the advisor has held roles at Capital One Bank, Obsidian Planning, Amazon.Com, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Lee Financial Group, Inc and Widmann Financial Services. Maldonado maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Maryland. Commonwealth Financial Network is a financial advisory business that has its headquarters in Waltham, MA. The company has offices in 1,759 locations and a total of 4,300 employees. It manages $146 billion in assets across its 585,629 client accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 2,108 charities and foundations. Of its 585,629 accounts, just 4% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm has a number of services, such as 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. Fees charged by financial advisors are based on the type of financial services provided. Fee types charged by Commonwealth Financial Network may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
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Commonwealth Financial Network Brokerage Details
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
Victor Maldonado Work History
Victor has been registered as a financial advisor for 2 years.*
Widmann Financial Services
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Lee Financial Group, Inc
Capital One Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Victor Maldonado 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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