Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Narea is a financial advisor with over 20 years of experience in the industry. Richard currently works with Oneamerica Securities, Inc. and has a proven track record of providing financial guidance and investment management services to individuals and corporations. Richard is registered to provide financial advice in six states including Florida, Connecticut, New York, Rhode Island, New Jersey, and Pennsylvania. Richard is dedicated to helping clients reach their financial goals and provides a wide range of financial services including financial planning, portfolio management, and pension consulting.
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
FL
06/02/2008 - Present
Oneamerica Securities, Inc. (ALTAMONTE SPRINGS FL)
FL
02/17/2004 - 12/18/2006
1717 CAPITAL MANAGEMENT COMPANY (OVIEDO FL)
MA
01/09/2001 - 01/20/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/09/2001 - 01/20/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 03/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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