Unclaimed
Richard Cockerill is a financial professional with over 30 years of experience in the industry. Richard is currently registered with Clarendon Insurance Agency, Inc. and has been registered with the firm since January 2020. Prior to that, Richard was registered with Equity Services, Inc., Prudential Annuities Distributors, Inc, Lincoln Financial Distributors, Inc., and Planco Financial Services, Inc. Richard holds Series 6 and Series 63 licenses.
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.
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.
1
2
MA
01/22/2020 - Present
Clarendon Insurance Agency, Inc. (WALTHAM MA)
VT
12/20/2017 - 11/14/2019
EQUITY SERVICES, INC. (MONTPELIER VT)
CT
02/14/2012 - 11/07/2017
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
AZ
04/11/2005 - 02/10/2012
LINCOLN FINANCIAL DISTRIBUTORS, INC. (PHOENIX AZ)
CT
10/19/1992 - 02/25/2005
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
BC
Issued 11/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Cockerill is the right advisor for you? Invested Better is here to help.