Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Pascale is a financial advisor with Lifemark Securities Corp. Richard has been in the industry for over 20 years and is registered in 10 states. He has experience in financial planning, portfolio management for individuals, and selection of other advisors. Richard has a Series 6, 7, 24, 63, 65, SIE and 99TO license. Richard is also a licensed independent insurance agent and owns 50% of Classic Benefit Planners, Ltd.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
NY
09/13/2021 - Present
Lifemark Securities Corp. (MASSAPEQUA PARK NY)
PA
12/13/2001 - 02/17/2005
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
DE
09/28/2000 - 01/08/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
06/17/1999 - 10/05/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
06/17/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 11/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Pascale is the right advisor for you? Invested Better is here to help.
