Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Kordas is a financial advisor with LPL Financial LLC, a large broker-dealer with offices in Syracuse, New York. Richard has been a financial advisor for over 20 years and is registered with the state of New York to provide investment advice. He specializes in portfolio management for individuals and businesses, as well as financial planning. Richard has held previous positions at AVANTax Investment Services, Inc. and Cadaret, Grant & Co., Inc.
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.
1
2
NY
08/28/2023 - Present
LPL Financial LLC (SYRACUSE NY)
NY
08/27/2015 - 08/31/2023
AVANTAX INVESTMENT SERVICES, INC. (Syracuse NY)
NY
09/10/2014 - 08/25/2015
CADARET, GRANT & CO., INC. (LIVERPOOL NY)
DE
06/29/1990 - 12/10/1997
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MA
01/01/1989 - 06/12/1990
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/01/1989 - 06/12/1990
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
WI
11/26/1985 - 10/28/1987
SENTRY EQUITY SERVICES, INC. (STEVENS POINT WI)
BC
Issued 10/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Kordas is the right advisor for you? Invested Better is here to help.
