Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Charles Santoro is a registered investment advisor representative with PFS Investments Inc., in Copiague, NY. Richard has been in the industry since January 8, 2004 and has a Series 6, Series 63, and SIE licenses. Richard's professional experience includes working with PRIMERICA FINANCIAL SERVICES and PFS INVESTMENTS INC. in the Copiague, NY area. Richard's registrations include being licensed as a Registered Representative in New York and as an Investment Advisor Representative in New York. Richard's current employment is with PFS Investments Inc. where Richard is registered as an Investment Advisor Representative. Richard has experience in the financial planning industry including providing portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
08/03/2021 - Present
PFS Investments Inc. (COPIAGUE NY)
BC
Issued 01/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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