Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Luzzo is a financial advisor with LPL Financial LLC, based in Worcester, MA. Richard has over 20 years of experience in the financial services industry. He is a registered representative of LPL Financial LLC and holds Series 6, 22, 63, and 65 licenses, as well as the SIE designation. Before joining LPL Financial LLC, he worked for VOYA FINANCIAL ADVISORS, INC. and INVESTORS CAPITAL CORP. Richard provides financial planning, portfolio management and other consulting services to individual and corporate clients.
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
MA
05/07/2021 - Present
LPL Financial LLC (WORCESTER MA)
MA
08/08/2016 - 05/10/2021
VOYA FINANCIAL ADVISORS, INC. (Worcester MA)
MA
10/28/1999 - 08/19/2016
INVESTORS CAPITAL CORP. (WORCESTER MA)
NY
05/28/1997 - 07/21/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2010
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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