Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Vinar has over 30 years of experience in the financial services industry. Richard is a Registered Representative with LPL Financial LLC. Richard has held previous positions at Harbour Investments, Inc. and Workman Securities Corporation. Richard is registered in several states, including Minnesota, Texas, Arizona, Colorado, Florida, Illinois, Iowa, Missouri and Wisconsin. Richard holds Series 6, 7, 63 and 66 securities licenses as well as the SIE exam. Richard is also a licensed insurance agent. Richard specializes in providing financial planning, investment management and other advisory services for individuals, businesses and organizations.
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
MN
08/18/2020 - Present
LPL Financial LLC (BLOOMINGTON MN)
MN
08/15/2001 - 08/18/2020
HARBOUR INVESTMENTS, INC. (BLOOMINGTON MN)
MN
01/23/1998 - 08/15/2001
WORKMAN SECURITIES CORPORATION (EDEN PRAIRIE MN)
CT
11/25/1991 - 01/23/1998
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
BOTH
Issued 10/24/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1995
Series 7 - General Securities Representative Examination
BC
Issued 11/22/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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