Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Lancin is a financial professional with over 5 years of experience in the industry. Richard is a registered representative of PFS Investments Inc., where Richard is currently licensed to conduct business in California. Richard's expertise includes Investment Company Products/Variable Contracts. Richard holds the Series 6, Series 26, and Series 63 licenses. Richard has a strong track record of providing investment advice and guidance to individuals and families. Richard is committed to helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
08/29/2023 - Present
PFS Investments Inc. (NEWARK CA)
CA
10/06/2017 - 12/31/2022
PFS INVESTMENTS INC. (SAN LEANDRO CA)
CA
09/04/2015 - 03/25/2016
PFS INVESTMENTS INC. (SAN LEANDRO CA)
BC
Issued 11/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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