Best Investors Account Sign in

Rebecca Owings Peterson

Commonwealth Financial Network

Arlington, MA

CRD 4482968

Claim This Profile
Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Commonwealth Financial Network

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2008-01-10
  • MA RA
    APPROVED
    Since 2008-01-10

Branch Locations

Arlington, 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
Owings Financial Services Harvard MA 05/2001 Present
Commonwealth Financial Network Waltham MA 12/2001 Present
Other Businesses

1. OWINGS FINANCIAL SERVICES - FIXED INSURANCE SALES - INVESTMENT RELATED 2. NOTARY PUBLIC; NON-INVESTMENT RELATED.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-09-17
S63 Uniform Securities Agent State Law Examination 2002-06-06
  • S66 Uniform Combined State Law Examination
    2007-09-17
  • S63 Uniform Securities Agent State Law Examination
    2002-06-06
Designations
  • Chartered Financial Consultant
Other Names
  • Rebecca Paige Owings

View on SEC IAPD

More in Arlington, MA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor