Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Belanger is a financial advisor with LPL Financial LLC. Richard has been in the financial services industry since 2014. Richard is registered in Connecticut, Texas and 22 other states. Richard holds Series 6, 7, 26 and 63 licenses. Richard specializes in providing financial planning and investment advice to individuals, businesses and charitable organizations. Richard also provides consulting and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory services
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.
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CT
07/26/2024 - Present
LPL Financial LLC (NORTH HAVEN CT)
CT
06/20/2019 - 07/29/2024
CETERA INVESTMENT SERVICES LLC (NORTH HAVEN CT)
CT
11/12/2014 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (NORTH HAVEN CT)
IA
Issued 01/10/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/12/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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