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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 John Lebranti is a financial advisor with over 20 years of experience in the industry. Richard currently works with Commonwealth Financial Network. Richard is a Certified Financial Planner and holds a Series 6, Series 7, and Series 63 license. In addition, Richard holds a Series 65 license and is registered as an investment advisor representative in Massachusetts. Richard's previous experience includes working with New England Securities, Winslow, Evans & Crocker, Inc., VeraVest Investments, Inc., and OneCore Securities, Inc. Richard serves a variety of client types, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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
MA
03/01/2010 - Present
Commonwealth Financial Network (BURLINGTON MA)
MA
01/03/2005 - 03/05/2010
NEW ENGLAND SECURITIES (BOSTON MA)
MA
12/19/2003 - 12/09/2004
WINSLOW, EVANS & CROCKER, INC. (BOSTON MA)
MA
06/28/2002 - 12/16/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
MA
08/28/2000 - 07/31/2001
ONECORE SECURITIES, INC. (BEDFORD MA)
IA
Issued 08/25/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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