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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Bulger is a financial advisor with Commonwealth Financial Network in VESTAL, NY. Richard has been working in the financial industry since 1978 and has a wide range of experience in the field. He is a Certified Financial Planner and holds several licenses, including Series 63, 24, 6TO, SIE, 7, and 1. Richard also has experience working with a variety of clients, including individuals, families, businesses, and institutions. In addition to providing financial advice, Richard also offers a variety of other services, including investment management, retirement planning, and estate planning.
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
NY
06/15/2010 - Present
Commonwealth Financial Network (VESTAL NY)
SC
05/04/1995 - 12/12/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
02/21/1986 - 05/22/1995
MONY SECURITIES CORP. (NEW YORK NY)
NY
02/21/1986 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
NA
12/15/1982 - 02/28/1986
NATHAN & LEWIS SECURITIES, INC.
NY
07/06/1978 - 10/04/1983
MONY SECURITIES CORP. (NEW YORK NY)
NA
07/06/1978 - 10/04/1983
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
BC
Issued 07/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
BC
Issued 06/29/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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