Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Armellini is an active advisor with Charles Schwab & CO., Inc. Richard has been in the industry since February 1990 and has a wide range of experience. In addition to his current role, Richard has held previous positions at TD AMERITRADE, INC., FIDELITY BROKERAGE SERVICES LLC, AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Richard holds Series 63, 65, 7, 8, 9 and 10 licenses and is registered to provide investment advice in 43 states. Richard's primary focus is providing financial planning and wrap fee programs.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
01/29/2014 - Present
Charles Schwab & CO., Inc. (San Francisco CA)
CA
02/25/2022 - 05/19/2024
TD AMERITRADE, INC. (San Francisco CA)
CT
05/04/1992 - 01/02/2014
FIDELITY BROKERAGE SERVICES LLC (GREENWICH CT)
MN
01/25/1990 - 05/01/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/25/1990 - 05/01/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/18/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Richard Armellini is the right advisor for you? Invested Better is here to help.
