Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Ibarra is a financial advisor with Wells Fargo Clearing Services, LLC. Richard has been in the financial industry since 1996, and has a wide range of experience in securities and investment advising. Richard's expertise is in providing investment consulting services to institutional clients as well as offering financial planning, portfolio management, and pension consulting. Richard is also a member of the Richardson Mustang Wrestling Club where Richard is the President, coaching the youth team. Richard is registered with the following state regulatory authorities: Arizona, Arkansas, California, Colorado, Florida, Illinois, Indiana, Louisiana, Maine, Michigan, Mississippi, Nebraska, New Mexico, North Carolina, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, and Washington.
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.
Investment consulting services to institutional clients
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
TX
08/16/2023 - Present
Wells Fargo Clearing Services, LLC (FRISCO TX)
TX
06/29/2016 - 08/16/2023
AMERIPRISE FINANCIAL SERVICES, LLC (DALLAS TX)
TX
04/25/2003 - 06/29/2016
METLIFE SECURITIES, INC (DALLAS TX)
TX
04/25/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DALLAS TX)
NJ
07/09/2002 - 02/12/2003
PARK SOUTH SECURITIES, LLC (ISELIN NJ)
TX
02/13/2001 - 06/19/2002
SWS FINANCIAL SERVICES (DALLAS TX)
CT
12/19/2000 - 02/07/2001
AUERBACH, POLLAK & RICHARDSON INC. (STAMFORD CT)
CO
07/26/2000 - 12/19/2000
AMERICAN FRONTEER FINANCIAL CORPORATION (DENVER CO)
TX
08/23/1999 - 07/25/2000
INSTITUTIONAL EQUITY CORPORATION (DALLAS TX)
TX
01/27/1997 - 08/19/1999
SOUTHWEST SECURITIES, INC. (DALLAS TX)
TX
01/06/1997 - 01/23/1997
LLOYD WADE SECURITIES INC. (DALLAS TX)
TX
05/24/1996 - 12/31/1996
LLOYD WADE SECURITIES INC. (DALLAS TX)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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