Melody
Foti
Commonwealth Financial Network
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About this Advisor
Melody Foti is a financial advisor based in Northampton, Massachusetts, working with Commonwealth Financial Network. Melody has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Commonwealth Financial Network, Curo Wealth Management, and Sophia Wealth Strategies. Melody has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Melody is part of Commonwealth Financial Network, which operates out of Northampton, Massachusetts. 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
Melody Foti Work History
Sophia Wealth Strategies
Commonwealth Financial Network
Curo Wealth Management
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Melody Foti 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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