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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 Ohanesian is an investment advisor representative with Cambridge Investment Research Advisors, Inc. in Farmington, CT. Richard has been in the industry since February 3, 1978. Prior to joining Cambridge, Richard was with Ohanesian/Lecours, Inc. for 25 years. Richard is also registered with the Securities Industry Essentials Examination (SIE) and General Securities Representative Examination (Series 7). Richard holds a Series 63 and 65 license, as well as a Series 24. Richard is a registered investment advisor in 47 states. Richard offers a variety of investment products and services, including financial planning, pension consulting, educational seminars, market timing services, and portfolio management for businesses and individuals.
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.
Solicitation fees from 3rd party money managers
1
2
CT
11/07/2018 - Present
Cambridge Investment Research Advisors, Inc. (Farmington CT)
CT
11/01/1993 - 12/14/2018
OHANESIAN / LECOURS, INC. (WEST HARTFORD CT)
DE
10/15/1993 - 11/03/1993
PML SECURITIES COMPANY (NEWARK DE)
CT
05/04/1990 - 10/20/1993
BANNON & WHITNEY, INC. (WEST HARTFORD CT)
NA
09/06/1988 - 05/21/1990
CAMBRIDGE EQUITY CORPORATION
NA
10/13/1987 - 07/08/1988
CONNECTICUT SECURITIES INVESTMENT CORP.
NA
03/10/1986 - 08/31/1987
PAINEWEBBER INCORPORATED
NA
06/06/1984 - 03/27/1986
E. F. HUTTON & COMPANY INC
NA
10/26/1977 - 06/25/1984
ADVEST, INC.
IA
Issued 09/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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