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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 Cartier is an investment advisor representative with Manning & Napier Advisors, LLC. Richard has been in the financial industry since January 31, 2009. Richard has been associated with Manning & Napier Advisors, LLC since October 2016. Richard is licensed in Florida, Massachusetts, New York, and Ohio.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Mna may negotiate the fee for customized portfolios and services
1
2
MA
09/08/2017 - Present
Manning & Napier Advisors, LLC (Palmer MA)
CT
05/01/2014 - 09/30/2016
MML DISTRIBUTORS, LLC (ENFIELD CT)
CT
01/08/2009 - 05/01/2014
MML INVESTORS SERVICES, LLC (ENFIELD CT)
BOTH
Issued 09/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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