AV
CFP
AV
CFP

Anthony Veloso

12 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fixed/Hourly
Firm Size
5 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Financial planning fees are billed at $250/hour as services are rendered. Fees are not negotiable.

Hourly Rate:$250/hr
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Location

One Research Drive, Suite 100B, Westborough, MA, 01581

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Anthony sells fixed insurance, dedicating minimal time to this activity. He is also a Planning Board Member for the Town of Holden, MA, which does not take up any of his business hours.

Employment History
Current Registrations
Financial Foundations, INC.
November 2020 - Present · 5 yrs 3 mos
Commonwealth Financial Network
January 2020 - Present · 6 yrs 1 mo
Commonwealth Financial Network
June 2018 - Present · 7 yrs 8 mos
Commonwealth Financial NetworkBroker
June 2018 - Present · 7 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLCBroker
July 2015 - March 2018 · 2 yrs 8 mos
Nylife Securities LLCBroker
November 2013 - January 2015 · 1 yr 2 mos
Global Capital Markets, LLCBroker
July 1999 - April 2000 · 9 mos
State Registrations10 states
CAFLMAMEMINCNHNJRIWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Anthony Veloso - Financial Advisor | TrueAdvisor