Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Kart is a financial advisor with over 20 years of experience in the industry. Richard is currently registered with LPL Financial LLC, a national financial services company headquartered in Fort Mill, South Carolina. Prior to joining LPL Financial, Richard was with Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Richard is a licensed and registered advisor in Connecticut, Maine and New York. Richard holds Series 6 and Series 63 licenses. Richard is committed to providing his clients with comprehensive financial planning and investment advice.
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.
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2
CT
11/11/2016 - Present
LPL Financial LLC (DANBURY CT)
IN
12/20/2003 - 11/28/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/20/2003 - 03/31/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
11/29/2001 - 12/19/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BC
Issued 12/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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