Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Gottlieb is a financial advisor with Grove Point Advisors, LLC. Richard has been a registered representative for over 30 years, and has experience in various aspects of financial services including securities and insurance. Richard specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Richard is a registered investment advisor in Maryland.
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.
1
2
MD
01/01/2025 - Present
Grove Point Advisors, LLC (Owings Mills MD)
MD
12/22/2000 - 04/02/2007
SECURITIES AMERICA, INC. (BALTIMORE MD)
NY
04/15/1991 - 02/28/2001
AXA ADVISORS, LLC (NEW YORK NY)
NY
04/15/1991 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 07/31/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 06/05/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/12/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Gottlieb is the right advisor for you? Invested Better is here to help.
