Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Zajac is a financial advisor registered with Commonwealth Financial Network. Richard has been in the financial services industry since March 20, 1997. Richard has worked for two firms prior to joining Commonwealth Financial Network, Lincoln Investment and Capital Analysts, Incorporated. Richard is a Certified Financial Planner and a Personal Financial Specialist. Richard is registered in 13 states and has passed Series 7, Series 6, Series 24, Series 63 and SIE exams. Richard's office is located at 740 Springdale Drive, Suite 204, Exton, PA 19341.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
04/26/2021 - Present
Commonwealth Financial Network (Exton PA)
PA
06/01/2012 - 04/26/2021
LINCOLN INVESTMENT (EXTON PA)
PA
03/21/1997 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (EXTON PA)
BC
Issued 05/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/05/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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