Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Bachand is a financial professional with over 30 years of experience in the industry. He has a wealth of experience working with a variety of clients, including individuals, businesses, and institutions. Richard is currently a registered representative with Cetera Investment Advisers LLC, a large and well-established firm with a national presence. He offers a comprehensive range of financial services, including financial planning, investment management, and insurance products. He holds multiple industry licenses and certifications, including Series 6, Series 63, Series 65, and SIE. Richard is committed to providing personalized and tailored advice to his clients, helping them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CT
06/29/2023 - Present
Cetera Investment Advisers LLC (AVON CT)
CT
01/06/2005 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (AVON CT)
MN
04/10/1997 - 01/06/2005
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
MA
02/07/1992 - 04/04/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
02/07/1992 - 04/04/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 03/13/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/06/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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