Allison V Delena

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 03/2019
  Metlife Securities Inc
  Boston, MA
• 07/2016 → 03/2019
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 03/2017 → 03/2019
  Mml Investors Services, Llc
  Wakefield, MA
• 03/2019 → 11/2022
  Commonwealth Financial Network
  Waltham, MA
• 03/2019 → 09/2024
  The Blanchette Financial Group
  Newbury, MA
• 11/2022 → 09/2024
  Commonwealth Financial Network
  Waltham, MA
• 09/2024 → Present
  Commonwealth Financial Network
  Waltham, MA
• 09/2024 → Present
  The Blanchette Financial Group
  Newbury, MA

Previous Registrations

• 2013-02-21 → 2014-10-15
  Stonehearth Capital Management
  Danvers, MA

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-10-30

Designations

• Certified Financial Planner

Other Names

• Allison Beaumier
• Allison V Beaumier