Unclaimed
Richard Driscoll is a financial advisor who has been in the industry since 1972. Richard is currently registered with Osaic Wealth, Inc. and is licensed in Connecticut, Florida, Massachusetts and New Hampshire. Richard has been in the financial services industry for over 50 years. Richard has experience in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Richard is also licensed to sell life insurance and annuities. Richard is committed to providing his clients with personalized financial advice that meets their individual needs.
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.
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
NH
06/14/2024 - Present
Osaic Wealth, Inc. (NEW DURHAM NH)
NH
07/03/2000 - 06/14/2024
SECURITIES AMERICA, INC. (NEW DURHAM NH)
MA
03/01/1972 - 07/19/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
03/01/1972 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 01/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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