Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Ropelewski is a financial advisor with over 20 years of experience in the industry. Richard is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6, 7, and SIE licenses. Richard currently is registered with Great Valley Advisor Group, Inc. in Massachusetts. Prior to this, Richard was registered with LPL FINANCIAL LLC. Richard is a financial advisor with expertise in a variety of areas, including financial planning, portfolio management, and consulting services. Richard is dedicated to helping individuals and families achieve their financial goals.
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.
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.
Consulting services
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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DE
05/13/2021 - Present
Great Valley Advisor Group, Inc. (WILMINGTON DE)
MA
12/02/2011 - 12/15/2023
LPL FINANCIAL LLC (BRAINTREE MA)
MA
05/13/2009 - 12/03/2011
LINCOLN FINANCIAL SECURITIES CORPORATION (BRAINTREE MA)
MA
04/02/2008 - 05/21/2009
U.S. WEALTH ADVISORS, LLC. (BRAINTREE MA)
MA
05/14/2002 - 04/08/2008
NEW ENGLAND SECURITIES (BOSTON MA)
BC
Issued 05/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/13/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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