Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Mollin is an Investment Advisor Representative registered with Bay Colony Advisors. Richard has been active in the financial industry since 2009, holding the Series 65 license. Richard has worked at Bay Colony Advisors since September of 2016, and previously worked at Sentinel Advisory Services, LLC. Richard focuses on providing financial planning, pension consulting, and selection of other advisers, as well as portfolio management services for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
Platform fee from sub-advisers
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2
MA
02/27/2019 - Present
BAY Colony Advisors (CONCORD MA)
IA
Issued 05/04/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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