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Vertti Eemeli Iso-Ahola

Commonwealth Financial Network

Waltham, MA

Columbia, MD

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Current Employers
Commonwealth Financial Network

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-25
MD RA APPROVED 2017-03-03
  • TX RA
    APPROVED_RES
    Since 2026-03-25
  • MD RA
    APPROVED
    Since 2017-03-03

Branch Locations

275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States

10500 Little Patuxent Parkway Suite 610, Columbia, MD 21044 • 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
Ameriprise Financial Services, Inc. Columbia MD 01/2006 03/2017
Commonwealth Financial Network Waltham MA 03/2017 Present
Cypress Wealth Management Columbia MD 02/2021 04/2024
Cypress Private Client Group Columbia MD 04/2024 Present
  • 01/2006 → 03/2017
    Ameriprise Financial Services, Inc.
    Columbia, MD
  • 03/2017 → Present
    Commonwealth Financial Network
    Waltham, MA
  • 02/2021 → 04/2024
    Cypress Wealth Management
    Columbia, MD
  • 04/2024 → Present
    Cypress Private Client Group
    Columbia, MD
Previous Registrations
Other Businesses

Fixed insurance sales; as of 1/17/2017; 1% of time spent during business hours; Conducted at branch location; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-06-05
  • S66 Uniform Combined State Law Examination
    2006-06-05

View on SEC IAPD

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