Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Gopin is a financial professional with over 30 years of experience in the financial services industry. Richard is currently registered with Madison Avenue Securities, LLC. Prior to that, Richard held positions at American Portfolios Financial Services, Inc., Wise Planning Corp., New England Securities, MetLife Securities Inc., and Metropolitan Life Insurance Company. Richard holds the Series 6, 7, and 63 licenses, as well as the SIE exam. Richard is a Certified Financial Planner™ professional and also owns and operates Concordia Financial Group, Inc. Richard specializes in providing financial planning services to individuals, high-net-worth individuals, and businesses. Richard also provides portfolio management services.
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.
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
CA
03/25/2009 - Present
Madison Avenue Securities, LLC (SAN DIEGO CA)
NY
01/02/2003 - 12/02/2005
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (HOLBROOK NY)
NY
08/14/1997 - 12/31/2002
WISE PLANNING CORP. (HICKSVILLE NY)
NY
02/26/1997 - 07/16/1997
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
03/29/1990 - 01/31/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/29/1990 - 01/31/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 04/05/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/27/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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