Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Suro has been in the financial services industry since 1980 and has worked for a number of prominent firms including Jefferson Pilot Securities Corporation, Prudential Insurance Company of America, and Questar Capital Corporation. Currently, Richard Suro is an investment advisor representative for Lincoln Investment and Capital Analysts. Richard Suro specializes in helping individuals, families, and businesses with their financial planning needs. He has a broad range of experience in investment management, retirement planning, and estate planning. Richard Suro is committed to providing his clients with personalized service and helping them achieve their financial goals.
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.
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
PA
01/25/2017 - Present
Lincoln Investment (Horsham PA)
PA
12/01/2006 - 12/19/2016
QUESTAR CAPITAL CORPORATION (FAIRLESS HILLS PA)
PA
02/20/2002 - 12/01/2006
USALLIANZ SECURITIES, INC. (FAIRLESS HILLS PA)
IN
09/13/2000 - 02/20/2002
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
DE
09/23/1998 - 08/01/2000
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NJ
03/27/1990 - 02/04/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
03/27/1990 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
MA
02/22/1980 - 03/14/1990
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
02/22/1980 - 03/14/1990
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 11/13/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2011
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 02/16/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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