Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Pinkos is an investment advisor representative with Eagle Strategies LLC. Richard has been in the financial services industry since 1983. Richard is currently registered with the state of Connecticut as an investment advisor representative and with the state of Massachusetts as an investment advisor representative. Richard is also registered with the state of Maine, Massachusetts, North Carolina, Pennsylvania, Rhode Island and South Carolina as a broker. Richard holds the Series 6, Series 22, Series 63 and Series 65 licenses. Richard is also a Chartered Financial Consultant.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
11/16/2001 - Present
Eagle Strategies LLC (CHICOPEE MA)
NA
07/27/1984 - 12/19/1986
THE VARIABLE ANNUITY MARKETING COMPANY
NA
07/15/1983 - 08/13/1984
SECURITY FIRST FINANCIAL, INC.
IA
Issued 09/04/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/14/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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