Unclaimed
Richard Micliz is a financial advisor with Hornor, Townsend & Kent, LLC. Richard has been in the financial services industry since June 2002 and has a broad range of experience in financial planning, investment management, and insurance services. Richard has a strong track record of working with individual clients, high-net-worth individuals, businesses, 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.
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.
Trail commissions, distribution assistance fees
1
2
NJ
05/29/2012 - Present
Hornor, Townsend & Kent, LLC (EDISON NJ)
NJ
06/07/2002 - 03/20/2012
METLIFE SECURITIES INC. (WALL TOWNSHIP NJ)
NJ
06/07/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (TINTON FALLS NJ)
BC
Issued 04/21/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/07/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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