Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Patient is an investment advisor representative with Money Concepts Capital Corp. Richard has been in the financial industry since 1998 and has been registered with FINRA since 1999. Richard is registered to offer investment advisory services in Connecticut, Florida, Massachusetts, and Rhode Island. Richard is also a Certified Public Accountant. Richard is a Registered Representative in Massachusetts. Richard is a Registered Investment Advisor in Massachusetts.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting 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.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
MA
03/31/1999 - Present
Money Concepts Capital Corp. (WORCESTER MA)
BOTH
Issued 06/01/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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