Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Salvatore Lotito is a financial advisor registered in New Jersey and Pennsylvania. Richard is currently employed at Fortis Group Advisors LLC where he has worked since February 2018. Previously, he worked at Invest Financial Corporation from March 2010 to February 2018. Richard has over 20 years of experience in the financial industry and holds several licenses, including Series 6, 7, 63, and 65. Richard offers financial planning and portfolio management services to individuals, high-net-worth individuals, businesses, pension and profit-sharing plans, and charitable organizations.
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.
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2
NJ
02/15/2018 - Present
Fortis Group Advisors LLC (WESTWOOD NJ)
PA
03/09/2010 - 02/14/2018
INVEST FINANCIAL CORPORATION (EAST STROUDSBURG PA)
PA
12/10/2009 - 03/03/2010
SII INVESTMENTS, INC. (SCOTRUN PA)
NJ
09/30/2004 - 12/31/2009
SECURITIES AMERICA, INC. (FAIRFIELD NJ)
NY
12/05/2002 - 10/04/2004
PARK AVENUE SECURITIES LLC (NEW YORK NY)
IA
Issued 08/10/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/04/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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