Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Levine is a financial advisor with over 20 years of experience in the industry. Richard is registered with LPL Financial LLC and Synergy Financial Partners, LLC and holds Series 6, 63, and 65 licenses. Richard has a strong focus on financial planning, investment management, and retirement planning. Richard is committed to providing personalized financial advice to help clients 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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CO
02/14/2018 - Present
LPL Financial LLC (DENVER CO)
CO
02/19/2009 - 02/14/2018
SII INVESTMENTS, INC. (DENVER CO)
CO
11/21/2007 - 02/23/2009
AXA ADVISORS, LLC (DENVER CO)
CO
05/06/2004 - 11/26/2007
HORNOR, TOWNSEND & KENT, INC. (DENVER CO)
NY
07/30/2003 - 05/06/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 12/22/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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