Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Rake is a financial professional with over 30 years of experience in the industry. Richard is currently registered with Financial Resources Group, LLC. Richard has held previous registrations with Lincoln Financial Securities Corporation, John Hancock Mutual Life Insurance Company, Broad Reach Capital, Inc., Walnut Street Securities, Inc., Cigna Securities, Inc., and John Hancock Distributors, Inc. Richard is also a Certified Financial Planner.
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.
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
CT
09/04/2018 - Present
Financial Resources Group, LLC (GLASTONBURY CT)
CT
06/07/1990 - 08/30/2018
LINCOLN FINANCIAL SECURITIES CORPORATION (GLASTONBURY CT)
MA
08/02/1977 - 03/02/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NA
12/18/1989 - 06/11/1990
BROAD REACH CAPITAL, INC.
CA
11/28/1986 - 12/13/1989
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
07/29/1983 - 12/20/1986
CIGNA SECURITIES, INC.
NA
08/02/1977 - 08/26/1982
JOHN HANCOCK DISTRIBUTORS, INC.
BC
Issued 03/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/05/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/28/1977
Series 1 - Registered Representative Examination
Active
Inactive
Not sure Richard Rake is the right advisor for you? Invested Better is here to help.
