Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Cooney is a financial advisor with over 35 years of experience. Richard is affiliated with Stratos Wealth Partners, Ltd., an independent investment advisor firm, and has also been with Lincoln Financial Advisors Corporation and Lincoln National Life Insurance Company. He is a Chartered Financial Consultant and is registered in Georgia, New York, Texas, Virginia, and Washington. Richard's clients include corporations, individuals, and charitable organizations. He offers a wide range of financial services, including investment advice, financial planning, and portfolio management.
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.
A percentage of the total value of assets under management is charged.
Percentage of assets under management with third party managers
1
2
NY
05/21/2019 - Present
Stratos Wealth Partners, Ltd. (SYRACUSE NY)
NY
06/01/1998 - 05/22/2019
LINCOLN FINANCIAL ADVISORS CORPORATION (SYRACUSE NY)
IN
03/07/2002 - 06/08/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
11/01/1984 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 11/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1994
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 03/22/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/31/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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