Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Lamore is a financial advisor in East Berlin, CT with over 27 years of experience in the industry. Richard is registered with J. W. Cole Advisors, Inc. and has held previous positions with Woodbury Financial Services, Inc., QUESTAR CAPITAL CORPORATION, AMERITAS INVESTMENT CORP., CCF INVESTMENTS, INC., and PFS INVESTMENTS INC. Richard's background spans a variety of financial service areas, including investment advisory and insurance sales. Richard specializes in retirement planning and investment management for individuals and businesses. He has a strong understanding of the needs of high-net-worth individuals and provides personalized financial planning and investment management services to help clients 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.
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.
Hourly & fixed rate consulting
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
05/18/2023 - Present
J. W. Cole Advisors, Inc. (East Berlin CT)
CT
03/01/2019 - 05/18/2023
WOODBURY FINANCIAL SERVICES, INC. (EAST BERLIN CT)
CT
11/29/2017 - 03/01/2019
QUESTAR CAPITAL CORPORATION (NEWINGTON CT)
CT
06/21/2017 - 12/12/2017
AMERITAS INVESTMENT CORP. (Newington CT)
CT
03/31/2009 - 06/21/2017
CCF INVESTMENTS, INC. (Newington CT)
CT
04/11/1995 - 03/18/2009
PFS INVESTMENTS INC. (BLOOMFIELD CT)
IA
Issued 08/30/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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