Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Jay Rustic is a financial advisor with Commonwealth Financial Network. Richard has been in the industry since 1983 and holds multiple licenses including Series 6, 7, 24, 26, 63, and 66. Richard is also a Certified Financial Planner. Richard has extensive experience providing financial advice to individuals, families, and businesses. Richard specializes in providing financial planning, investment management, and insurance services. Richard is committed to helping 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.
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
CT
07/24/2002 - Present
Commonwealth Financial Network (BRISTOL CT)
NJ
04/26/1983 - 02/26/2002
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 07/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2002
Series 24 - General Securities Principal Examination
BC
Issued 03/21/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/25/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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