Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Goldman is a financial advisor who has been working in the industry since 2012. Richard is a registered representative of Raymond James Financial Services Advisors, Inc. and provides services from their office located in Newton, MA. Richard specializes in working with individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Richard has experience with providing financial planning, portfolio management, and educational seminars. Richard is also a registered investment advisor representative with the state of Massachusetts.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MA
10/06/2021 - Present
Raymond James Financial Services Advisors, Inc. (Newton MA)
MA
03/30/2012 - 10/08/2021
LPL FINANCIAL LLC (WALTHAM MA)
BC
Issued 02/08/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/17/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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