Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Joseph Pankowski is a financial professional who has been active in the industry since 1981. Richard currently works with Prosperity Wealth Management, Inc. Prior to this position, Richard has held positions at several firms including Investors Capital Corp., Pin Oak Partners, Inc., and Covato/Lipsitz, Inc. Richard's career has spanned several states including Massachusetts, Pennsylvania, and Colorado. Richard's experience includes working with individuals, high-net-worth individuals, 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.
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
PA
01/06/2020 - Present
Prosperity Wealth Management, Inc. (Pittsburg PA)
MA
11/08/2001 - 12/31/2005
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
PA
08/14/1998 - 11/07/2001
PIN OAK PARTNERS, INC. (PITTSBURGH PA)
PA
07/09/1990 - 11/16/1998
COVATO/LIPSITZ, INC. (PITTSBURGH PA)
CO
09/13/1993 - 02/21/1997
CANADA LIFE OF AMERICA FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
CA
10/23/1987 - 05/11/1990
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
NA
03/18/1981 - 11/17/1987
MANAGED INVESTMENTS, INC.
NA
05/28/1981 - 09/24/1981
DELAWARE MANAGEMENT COMPANY, INC.
BC
Issued 11/23/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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