Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Edward Labriola is a financial advisor at Osaic Institutions, Inc. Richard has been working in the financial industry since August 20, 2010. Richard has a wide range of experience in financial planning and investment management. Richard also works with businesses and non-profits. Richard holds a Series 7, Series 63, and Series 66 licenses. Richard is also a Certified Financial Planner. Richard is committed to providing his clients with the highest level of service and expertise. Richard is registered in Connecticut.
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.
Solicitation services for other advisers
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
CT
11/20/2019 - Present
Osaic Institutions, Inc. (South Windsor CT)
VT
09/21/2016 - 05/30/2019
KEY INVESTMENT SERVICES LLC (S. BURLINGTON VT)
CT
07/25/2011 - 09/21/2016
LPL FINANCIAL LLC (MANCHESTER CT)
CT
02/05/2010 - 07/01/2011
DAVID LERNER ASSOCIATES, INC. (WESTPORT CT)
BOTH
Issued 07/19/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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