Unclaimed
Richard Longueil is a registered representative of Santander Securities LLC and has been in the financial industry since 1999. Richard is a financial advisor and has experience with individuals, trusts, and businesses. Richard is licensed to sell securities in 23 states. Richard works out of the Falmouth, MA office of Santander Securities LLC.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
07/17/2015 - Present
Santander Securities LLC (Falmouth MA)
MA
04/24/2007 - 06/29/2015
LPL FINANCIAL LLC (SANDWICH MA)
MA
01/10/2002 - 04/27/2007
A. G. EDWARDS & SONS, INC. (FALMOUTH MA)
RI
07/17/2000 - 11/05/2001
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 04/02/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/14/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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