Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fred? Claim Your ProfileFred Philip Recchio is a financial professional with over 40 years of experience in the industry. Fred is currently registered with Citigroup Global Markets Inc. in California and New Jersey. Fred previously worked at The Leaders Group, Inc., Wells Fargo Clearing Services, LLC, P.J. Robb Variable Corporation, NFP Securities, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Fred has a broad range of experience, holds several licenses and is qualified to provide a wide range of financial 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.
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 advice
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.
1
2
CA
06/14/2022 - Present
Citigroup Global Markets Inc. (Newbury Park CA)
CO
01/24/2019 - 06/22/2022
THE LEADERS GROUP, INC. (LITTLETON CO)
CA
07/29/2014 - 11/13/2018
WELLS FARGO CLEARING SERVICES, LLC (WESTLAKE VILLAGE CA)
TN
04/25/2011 - 07/01/2014
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
CA
08/31/2005 - 02/23/2011
NFP SECURITIES, INC. (LOS ANGELES CA)
CO
09/09/1996 - 09/01/2005
THE LEADERS GROUP, INC. (LITTLETON CO)
NY
03/12/1992 - 08/06/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
01/11/1991 - 02/06/1992
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
MN
07/31/1989 - 02/22/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/31/1989 - 02/22/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MA
03/31/1988 - 03/26/1990
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
05/10/1984 - 08/10/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
01/17/1979 - 08/20/1982
CG EQUITY SALES COMPANY
BC
Issued 03/31/1986
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 06/16/1984
Series 7 - General Securities Representative Examination
BC
Issued 01/08/1979
Series 1 - Registered Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Fred Recchio is the right advisor for you? Invested Better is here to help.
