Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Zacharoff is an Investment Advisor Representative at Kestra Advisory Services, LLC, located in Huntington, New York. Richard has been working in the financial services industry since 1985. Richard holds multiple licenses, including Series 6, 7, 63, and 65. Richard has been associated with Kestra Advisory Services, LLC since 2016. Richard also owns and operates Richard E. Zacharoff & Associates, LLC, an insurance agency located in Huntington, New York. Richard offers investment advisory services, financial planning, and portfolio management. Richard provides investment advisory services to a wide range of clients, including individuals, families, businesses, and charitable organizations.
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.
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
NY
06/07/2021 - Present
Kestra Advisory Services, LLC (HUNTINGTON NY)
NY
12/02/1999 - 02/05/2015
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
01/01/1986 - 01/10/2000
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/06/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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