Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ricardo? Claim Your ProfileRicardo Ferreira is a financial advisor with over 13 years of experience in the industry. Ricardo currently works with Great Valley Advisor Group, Inc. Ricardo holds a Series 6, 7, 63 and 65 licenses along with the SIE exam. Ricardo is registered to provide investment advice in Colorado, Delaware, Illinois, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania and Texas. Ricardo also provides services for McNamara Financial Group, providing investment advice through Great Valley Advisor Group, Inc., an independent investment advisor firm.
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.
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 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.
A percentage of the total value of assets under management is charged.
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2
DE
01/06/2017 - Present
Great Valley Advisor Group, Inc. (WILMINGTON DE)
PA
03/04/2009 - 01/10/2017
PRUCO SECURITIES, LLC. (DOYLESTOWN PA)
IA
Issued 12/22/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/03/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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