Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Francis Pino is a financial professional with over 23 years of experience in the financial services industry. Richard is a registered representative and investment advisor representative with Osaic Wealth, Inc., which is a firm headquartered in Scottsdale, Arizona, and has branch offices in Melville, New York and Bohemia, New York. Richard holds FINRA Series 6, 63 and 65 licenses as well as the Securities Industry Essentials (SIE) exam. Richard is also registered in 12 states: Arizona, Florida, Indiana, Iowa, Maryland, New Jersey, New York, North Carolina, and Texas. Prior to joining Osaic Wealth, Inc. Richard worked with American Portfolios Financial Services, Inc. in Holbrook, New York. Richard offers a range of financial services, including financial planning, portfolio management, and pension consulting.
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.
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2
NY
10/11/2024 - Present
Osaic Wealth, Inc. (MELVILLE NY)
MA
12/20/2000 - 12/19/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 11/29/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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