Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Zelano is a financial advisor who is currently registered with Commonwealth Financial Network and has been in the industry since 2008. Richard is based in Greenville, Rhode Island. Richard Zelano is a registered representative of Commonwealth Financial Network. Previously, Richard was employed by Lincoln Financial Advisors Corporation. Richard has experience working in a variety of roles, including at Lincoln Financial Advisors Corporation and Zelano and Associates CPA Inc. Richard has successfully passed the Uniform Combined State Law Examination, the Series 7 General Securities Representative Examination, and the Securities Industry Essentials Examination. Richard specializes in providing financial planning, pension consulting, and educational seminars to individuals, corporations, and other businesses. Richard is a licensed advisor in Rhode Island.
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.
1
2
RI
11/23/2016 - Present
Commonwealth Financial Network (Greenville RI)
IN
11/04/2008 - 10/03/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
BOTH
Issued 12/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Richard Zelano is the right advisor for you? Invested Better is here to help.
