Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Michael Parry is a financial advisor in Stamford, Connecticut. He has been a registered representative for over 30 years and has earned several industry certifications including a Certified Financial Planner designation. Richard is currently employed by Prime Capital Financial, a financial advisory firm with offices in Overland Park, Kansas and Stamford, Connecticut. Richard specializes in providing financial planning, portfolio management, and retirement planning services for individuals, families, and businesses. Richard has a strong track record of helping clients reach 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.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
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CT
01/13/2023 - Present
Prime Capital Financial (Stamford CT)
CT
01/24/1989 - 12/11/2019
CETERA ADVISOR NETWORKS LLC (STAMFORD CT)
BC
Issued 11/02/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/12/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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