Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Casolari is a financial advisor with over 48 years of experience in the industry. Richard is currently registered with Cetera Investment Advisers LLC in Illinois and Texas. Richard has a wide range of experience working with clients, including individuals, families, businesses, and institutions. He is committed to providing personalized financial advice and guidance to help his clients achieve their financial goals. Richard also has experience with a variety of financial products and services, including investment management, retirement planning, insurance, and estate planning. He is a strong advocate for his clients and works hard to build long-term relationships. Richard's previous experience includes working with VOYA Financial Advisors, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, Re-Direct Securities Corp, MONY Securities Corporation, and The Mutual Life Insurance Company of New York.
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.
1
2
IL
06/29/2023 - Present
Cetera Investment Advisers LLC (PALOS HEIGHTS IL)
IL
05/11/2016 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (PALOS HEIGHTS IL)
IL
07/02/2003 - 05/10/2016
METLIFE SECURITIES INC. (DOWNERS GROVE IL)
IL
07/02/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (PALOS HEIGHTS IL)
IL
07/05/2001 - 07/01/2003
RE-DIRECT SECURITIES CORP (VILLA PARK IL)
NY
04/23/1974 - 06/11/2001
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
04/23/1974 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
NA
02/24/1981 - 04/30/1981
VELARDE SECURITIES, INC.
IA
Issued 3/17/2007
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/22/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 7TO - General Securities Representative Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/19/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Casolari is the right advisor for you? Invested Better is here to help.
