Richard Lunetta
Financial Advisor at National Financial Network
- Role
- Financial Representative at Doctors Disability Specialists
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Richard Lunetta
Compliance:20••••96/
Experience
Financial Representative
Doctors Disability Specialists
Jun 2015 — Present
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 990 STEWART AVE, SUITE 200, GARDEN CITY NY, 11530, 51••••••00. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. DOCTORS DISABILITY SPECIALISTS is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0K73805, AR Insurance License Number - 17••••23. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
Education
Burlington High School
High School
2007 — 2011
Merrimack College
Bachelor of Science - BS, Accounting & Finance
2011 — 2015
Skills
- Financial Planning
- Accounting
- Fundraising
- Disability Insurance
- Student Loan Strategies
- Cash Flow Analysis
- Social Media
- Public Speaking
- Microsoft Office
- Event Planning
- Life Insurance
- Finance
- Teaching
- Time Management
- Leadership
- Nonprofits
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