Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Riccitelli is a financial advisor with over 28 years of experience in the industry. Douglas has been registered with LPL Financial LLC since October 2023 and holds Series 7, Series 63, Series 65, and Series 24 licenses. Prior to LPL, Douglas worked at Citizens Securities, Inc. and BankBoston Investor Services, Inc. Douglas specializes in financial planning, portfolio management, and investment advisory services.
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.
Consulting and other non-discretionary advisory services
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.
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2
NY
10/03/2023 - Present
LPL Financial LLC (HICKSVILLE NY)
RI
10/04/1999 - 07/07/2023
CITIZENS SECURITIES, INC. (JOHNSTON RI)
MA
07/18/1995 - 10/01/1999
BANKBOSTON INVESTOR SERVICES, INC. (BOSTON MA)
IA
Issued 06/25/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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