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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 Blaise Bucaro is a financial advisor with Morgan Stanley. Richard has over 39 years of experience in the financial services industry. Richard is a registered representative in 26 states, as well as a registered investment advisor in 3 states. Richard holds a Series 6, 7, 63 and 65 license and the Securities Industry Essentials Examination. Richard specializes in providing investment advice and financial planning to individuals, families, businesses, and institutions. Richard is also a board member for the St. George Golf and Country Club. Richard has a long history of providing financial advice and guidance to clients, and is committed to helping 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
02/19/2021 - Present
Morgan Stanley (Port Jefferson NY)
NY
09/07/2007 - 02/24/2021
WELLS FARGO CLEARING SERVICES, LLC (PORT JEFFERSON NY)
NY
04/02/2007 - 09/10/2007
MORGAN STANLEY & CO., INCORPORATED (MELVILLE NY)
NY
07/20/1983 - 04/02/2007
MORGAN STANLEY DW INC. (MELVILLE NY)
NA
11/10/1982 - 04/28/1983
FIRST INVESTORS CORPORATION
IA
Issued 10/19/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
BC
Issued 11/09/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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