Unclaimed
Richard C Justino is a financial advisor registered with Planmember Securities Corp. and is active in 20 states. Richard has been active in the industry since 2000 and has a strong background in investment advisory services, financial planning, and pension consulting. Richard specializes in working with high net worth individuals, corporations, and pension and profit-sharing plans. Richard also offers investment supervisory services and educational seminars to clients. Richard holds Series 6, 63, and 65 licenses and is also registered with the state of New York as an investment advisor representative.
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.
Provides investment supervisory 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.
1
2
NY
06/30/2021 - Present
Planmember Securities Corp. (FARMINGVILLE NY)
NY
10/04/2001 - 08/19/2010
PRIME CAPITAL SERVICES, INC. (RONKONKOMA NY)
MA
05/09/2000 - 09/28/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 03/26/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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