Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Forzano is a financial advisor with over 37 years of experience in the industry. Richard is registered with Osaic Wealth, Inc. and has held previous positions at FSC Securities Corporation and American Express Financial Advisors Inc.. Richard is currently registered with both the state of Connecticut and Florida. Richard holds several licenses and certifications, including the Series 7, Series 24, Series 51, and Series 63. Richard offers a variety of financial services, including financial planning, portfolio management, pension consulting, and educational seminars. Richard can assist individuals, businesses, and charitable organizations with their financial 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
CT
11/03/2023 - Present
Osaic Wealth, Inc. (MILFORD CT)
CT
07/13/1992 - 11/03/2023
FSC SECURITIES CORPORATION (MILFORD CT)
MN
08/19/1986 - 07/15/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BC
Issued 11/13/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/17/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Forzano is the right advisor for you? Invested Better is here to help.
