Unclaimed
Richard Descano is a financial professional with over 5 years of experience in the industry. Richard is currently registered with J.p. Morgan Securities LLC. Richard has previously worked with ROBERT W. BAIRD & CO. INCORPORATED and EVERCORE GROUP L.L.C. and BOFA SECURITIES, INC.. Richard holds the Series 63, Series 79TO and SIE licenses. Richard is registered in New York and Virginia.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
VA
07/18/2024 - Present
J.p. Morgan Securities LLC (McLean VA)
VA
04/18/2023 - 06/21/2024
ROBERT W. BAIRD & CO. INCORPORATED (Tysons VA)
NY
08/10/2021 - 04/19/2023
EVERCORE GROUP L.L.C. (NEW YORK NY)
NY
08/15/2019 - 06/07/2021
BOFA SECURITIES, INC. (NEW YORK NY)
BC
Issued 08/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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