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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 Lopresti is a financial advisor at Milestone Asset Management Group, LLC. Richard has been in the industry since 2001, and currently has his Series 66, Series 63, and Series 65 licenses. Richard is a Certified Financial Planner® professional. Richard's firm has over 222.5 million dollars in assets under management, and serves primarily high-net-worth individuals and individuals other than high-net-worth. They also serve pension and profit sharing plans. Richard's firm charges fees based on a percentage of assets, hourly charges, and fixed fees.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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CT
08/16/2018 - Present
Milestone Asset Management Group, LLC (AVON CT)
CT
03/26/2018 - 08/10/2018
EDWARD JONES (MILFORD CT)
CT
03/31/2011 - 09/21/2011
WADDELL & REED, INC. (HAMDEN CT)
CT
11/09/2005 - 09/23/2010
FIDELITY BROKERAGE SERVICES LLC (FAIRFIELD CT)
MO
03/11/2005 - 10/12/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NJ
05/02/2001 - 01/21/2005
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
BOTH
Issued 04/13/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/03/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/12/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/15/2004
Series 4 - Registered Options Principal Examination
BC
Issued 12/28/2001
Series 24 - General Securities Principal Examination
BC
Issued 08/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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