Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Colacino is an investment advisor representative with over 29 years of experience in the financial industry. Richard is registered with Osaic Wealth, Inc. and RC Financial, Inc., in New Jersey and New York. He offers investment advice and financial planning services. Richard also provides tax preparation services through Colacino Tax Partners. His areas of expertise include: Retirement Planning, College Savings, Estate Planning, and Investment Management. He has earned the designation of Certified Financial Planner (CFP).
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.
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2
NY
04/26/2021 - Present
Osaic Wealth, Inc. (BROOKLYN NY)
NY
04/10/2000 - 11/22/2002
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
08/31/1994 - 03/29/2000
CIBC WORLD MARKETS CORP. (NEW YORK NY)
IA
Issued 12/21/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/30/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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