Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Vincent Dunsmore is a registered representative with MML Investors Services, LLC in Needham, MA. Richard has been in the financial services industry since 1997. Richard is licensed to sell securities in Massachusetts. Richard has experience with MML Investors Services, LLC, M HOLDINGS SECURITIES, INC., and COMMONWEALTH FINANCIAL NETWORK. Richard is also a Series 6 and Series 63 licensed representative. Richard is a specialist in fixed income securities, mutual funds, variable life insurance, and other financial products.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
04/21/2022 - Present
MML Investors Services, LLC (Needham MA)
MA
09/17/2019 - 09/23/2020
M HOLDINGS SECURITIES, INC. (WELLESLEY MA)
MA
09/06/2000 - 12/31/2017
COMMONWEALTH FINANCIAL NETWORK (NEEDHAM MA)
MA
12/17/1997 - 09/14/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 12/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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