R.a.i. Financial Services, Inc.
R.a.i. Financial Services, Inc. (CRD# 128596) is a financial advisory firm headquartered in Lynnfield, MA. They manage $6,000,000 in 50 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management6MILLION
Total Number of Accounts50ACCOUNTS
Average Account Value$120,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Joseph Rosano (CRD# 4717454) is an Investment Advisor Representative working at R.a.i. Financial Services, Inc. in Lynnfield, MA and has over 17 years of experience in the finance industry.