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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Buoncore is a financial advisor with MAI Capital Management, LLC. Richard is a registered Investment Advisor representative and has been in the industry since 1987. Richard holds Series 63, 65, 24 and 27 licenses and has a breadth of experience working in various roles for multiple firms across the industry.
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.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
OH
04/12/2007 - Present
MAI Capital Management, LLC (CLEVELAND OH)
OH
07/02/2010 - 04/20/2011
FORESIDE FUND SERVICES, LLC (CLEVELAND OH)
NY
08/20/2008 - 07/16/2009
APB FINANCIAL GROUP, LLC (NEW YORK NY)
OH
10/14/2004 - 05/05/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
01/02/2004 - 05/04/2005
VICTORY CAPITAL ADVISERS, INC. (BROOKLYN OH)
OH
05/19/2004 - 07/14/2004
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
05/14/1999 - 12/31/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
02/26/2003 - 05/09/2003
VICTORY CAPITAL ADVISERS INC (CLEVELAND OH)
OH
06/06/1997 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
PA
07/28/1994 - 12/06/1995
EDGEWOOD SERVICES, INC. (PITTSBURGH PA)
NY
06/23/1987 - 09/19/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 09/15/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/01/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1994
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/17/1993
Series 24 - General Securities Principal Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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