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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Laurence Davidman is a financial advisor currently registered with Commonwealth Financial Network. Richard Laurence Davidman has been in the financial services industry since January 5, 1985, working with clients in Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Puerto Rico, South Carolina, Texas, Vermont, and Virginia. Richard Laurence Davidman has been registered with Commonwealth Financial Network since September 13, 2021, after previously being registered with LPL Financial LLC and New England Securities. Richard Laurence Davidman has several specializations including providing services for individuals, corporations, high-net-worth individuals, and pension and profit sharing plans. Richard Laurence Davidman also owns and operates Davidman Financial Network and DFN Gallery.
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.
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
NY
09/13/2021 - Present
Commonwealth Financial Network (New York NY)
NY
11/09/2005 - 03/25/2011
LPL FINANCIAL LLC (NEW YORK NY)
NY
03/01/1991 - 11/23/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
NJ
11/05/1984 - 01/03/1991
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 11/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2006
Series 24 - General Securities Principal Examination
BC
Issued 08/28/1986
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1994
Series 7 - General Securities Representative Examination
BC
Issued 11/01/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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