Wayne Michael Bloom
Algemeen Directeur bij Commonwealth Equity Services LLC
Profiel
Mr. Wayne M.
Bloom is a Chief Executive Officer at Commonwealth Equity Services LLC, at Commonwealth Equity Services, Inc. and at Commonwealth Financial Advisors LLC.
He began his career at Commonwealth in the firm’s Accounting department in 1989.
Since that time, he has gained experience in virtually every facet of the firm.
As one of the pioneers of firm wealth management initiative, he has an extensive background in managing the firm’s research, insurance, financial planning, retirement, and registered investment advisory divisions.
He is responsible for managing our primary objective of providing indispensable products and services to our network of independent financial advisors.
Mr. Bloom was a former chairman of the IAFP’s Financial Products Advisory Council.
He received his Bachelor's degree in business management from Northeastern University and a graduate of Harvard Business School's Owner/President Management program.
Actieve functies van Wayne Michael Bloom
| Bedrijven | Functie | Begin |
|---|---|---|
Commonwealth Equity Services LLC
 Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | Algemeen Directeur | 01-03-1989 |
Commonwealth Financial Advisors LLC
 Commonwealth Financial Advisors LLC Investment ManagersFinance Commonwealth Financial Advisors LLC provides investment advice. The private company is based in Louisville, KY. The CEO of the company is Wayne Michael Bloom. | Algemeen Directeur | 18-11-2010 |
| Commonwealth Equity Services, Inc. (Broker) | Algemeen Directeur | 01-01-1989 |
Eerdere bekende functies van Wayne Michael Bloom
| Bedrijven | Functie | Einde |
|---|---|---|
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Corporate Officer/Principal | - |
| The International Association for Financial Planning | Voorzitter | - |
Opleiding van Wayne Michael Bloom
| Northeastern University | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
Commonwealth Equity Services LLC
Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | Finance |
| The International Association for Financial Planning | |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
Commonwealth Financial Advisors LLC
Commonwealth Financial Advisors LLC Investment ManagersFinance Commonwealth Financial Advisors LLC provides investment advice. The private company is based in Louisville, KY. The CEO of the company is Wayne Michael Bloom. | Finance |
| Commonwealth Equity Services, Inc. (Broker) | Finance |
