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Anthony Veloso

Financial Foundations, Inc.

Southborough, MA

Commonwealth Financial Network

Southborough, MA

Jefferson, MA

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Current Employers
Financial Foundations, Inc.

2 Park Central Drive Suite 310, Southborough, MA 01772 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2020-11-17
  • MA RA
    APPROVED
    Since 2020-11-17

Branch Locations

2 Park Central Drive Suite 310, Southborough, MA 01772 • United States

Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2020-01-15
  • MA RA
    APPROVED
    Since 2020-01-15

Branch Locations

2 Park Central Drive Suite 310, Southborough, MA 01772 • United States

Jefferson, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sbia Worcester MA 12/2014 03/2018
Cetera Advisor Networks Llc El Segundo CA 07/2015 03/2018
Commonwealth Financial Network Waltham MA 06/2018 Present
Financial Foundations Southborough MA 11/2020 Present
  • 12/2014 → 03/2018
    Sbia
    Worcester, MA
  • 07/2015 → 03/2018
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 06/2018 → Present
    Commonwealth Financial Network
    Waltham, MA
  • 11/2020 → Present
    Financial Foundations
    Southborough, MA
Other Businesses

1. Fixed insurance sales; as of 10/18/2021; 5% of time spent during business hours; Conducted at branch location; Investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-09-21
S63 Uniform Securities Agent State Law Examination 2013-12-24
  • S65 Uniform Investment Adviser Law Examination
    2018-09-21
  • S63 Uniform Securities Agent State Law Examination
    2013-12-24
Designations
Other Names
  • Anthony Veloso
  • Anthony Bryan Veloso

View on SEC IAPD

Other Firms

MML INVESTORS SERVICES, LLC
FOCUS PARTNERS WEALTH, LLC
CREATIVE PLANNING
LIVELIFE CAPITAL PARTNERS LLC
BORTOLUSSI WEALTH MANAGEMENT, INC.
FITTS FINANCIAL
FINANCIAL FOUNDATIONS, INC.
LPL ENTERPRISE, LLC

Other Investors

CHRISTOPHER ALAN MENINNO
GARY JOHN THIBEAULT
JUSTIN J SLATTERY
Derek Knight Fairchild
MICHELLE VALANTE BEAUSEJOUR
DAVID JOHN MINGORI
MARK RALPH MCMANUS
DEMETRA J MOORE

Other Offices

MML INVESTORS SERVICES, LLC · SOUTHBOROUGH, MA
FOCUS PARTNERS WEALTH, LLC · Southborough, MA
CREATIVE PLANNING · Southborough, MA
LIVELIFE CAPITAL PARTNERS LLC · SOUTHBOROUGH, MA
BORTOLUSSI WEALTH MANAGEMENT, INC. · SOUTHBOROUGH, MA
FITTS FINANCIAL · SOUTHBOROUGH, MA
BORTOLUSSI WEALTH MANAGEMENT, INC. · Southborough, MA
FINANCIAL FOUNDATIONS, INC. · SOUTHBOROUGH, MA

More in Southborough, MA

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