Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard MacAleese is a financial advisor with Avantax Advisory Services. Richard has been in the industry since December 1983. Richard is registered with the state of Massachusetts and holds Series 6, 7 and SIE licenses. Richard is also a Registered Representative and Investment Advisor Representative. Richard’s main office is located at 400 Washington St, Suite 210, Braintree MA 02184, United States.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MA
05/06/2015 - Present
Avantax Advisory Services (Braintree MA)
MA
04/28/2000 - 11/21/2014
NATIONAL PLANNING CORPORATION (QUINCY MA)
TX
11/08/1988 - 05/15/2000
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
NA
11/02/1988 - 11/25/1988
BNL SECURITIES INC.
NA
11/12/1987 - 11/17/1988
FOCUS SECURITIES, INC.
NA
12/27/1983 - 11/18/1987
METLIFE SECURITIES INC.
NA
12/27/1983 - 11/16/1987
METROPOLITAN LIFE INSURANCE COMPANY
BC
Issued 05/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/23/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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