Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Marcil is an investment advisor representative registered with Centaurus Financial, Inc.. Richard is a veteran in the financial industry, having been a part of the industry since March 11, 1987. Richard is licensed to provide advisory services in a number of states including: California, Colorado, Connecticut, Florida, Illinois, Maine, Massachusetts, New Hampshire, New York, North Carolina, and Vermont. Richard is dedicated to providing financial advice to individuals, corporations and high net worth 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.
A percentage of the total value of assets under management is charged.
1
2
MA
06/11/2021 - Present
Centaurus Financial, Inc. (NORWOOD MA)
NY
03/12/1987 - 02/27/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 01/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1994
Series 7 - General Securities Representative Examination
BC
Issued 05/19/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/11/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Marcil is the right advisor for you? Invested Better is here to help.
