Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Donado is a financial professional with over 20 years of experience in the industry. He is currently registered with Equity Services, Inc. and has previously worked for other firms such as MML Investors Services, LLC and Hornor, Townsend & Kent, Inc. Richard holds several industry licenses, including Series 7, 24, and 66, as well as the SIE exam. He is also a Chartered Financial Consultant. Richard specializes in working with high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
06/30/2021 - Present
Equity Services, Inc. (NEW YORK NY)
NJ
09/30/2015 - 06/08/2021
MML INVESTORS SERVICES, LLC (Warren NJ)
NJ
11/13/2014 - 07/23/2015
HORNOR, TOWNSEND & KENT, INC. (EDISON NJ)
NJ
04/04/2008 - 09/09/2014
PRUCO SECURITIES, LLC. (EAST BRUNSWICK NJ)
MD
11/23/2005 - 03/28/2008
METLIFE SECURITIES INC. (BALTIMORE MD)
MD
11/23/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BALTIMORE MD)
NY
04/21/2005 - 11/23/2005
IFMG SECURITIES, INC. (PURCHASE NY)
MO
01/14/2005 - 04/20/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
12/20/2000 - 01/20/2005
IFMG SECURITIES, INC. (PURCHASE NY)
NY
03/17/1999 - 10/31/2000
BLUESTONE CAPITAL PARTNERS, L.P. (NEW YORK NY)
BOTH
Issued 06/02/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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