Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Lepore is a financial professional with over 15 years of experience in the financial services industry. He is currently registered with GWN Securities Inc. and provides a variety of services to his clients, including financial planning, market timing services, and portfolio management. Richard also holds licenses in Arizona, Florida, New York, and Tennessee. In addition to his role at GWN Securities Inc., Richard is also an insurance agent and a financial professional for ABMM Financial. Richard has a strong background in both investment and insurance, and he is committed to providing his clients with the best possible advice and service.
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.
Helps you choose top advisors aligned with your financial goals.
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.
In lieu of hourly fee, ia can charge a flat fee
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2
FL
05/03/2021 - Present
GWN Securities Inc. (MIAMI LAKES FL)
FL
10/24/2017 - 05/03/2021
SECURIAN FINANCIAL SERVICES, INC. (BOCA RATON FL)
FL
02/11/2015 - 10/16/2017
MML INVESTORS SERVICES, LLC (PALM BEACH GARDENS FL)
FL
08/09/2007 - 01/08/2015
SIGNATOR INVESTORS, INC. (BOCA RATON FL)
BOTH
Issued 07/17/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/08/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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