Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Fellinger is a financial professional with over 14 years of experience in the financial industry. Richard is currently a registered representative with Bernstein Institutional Services LLC and holds the Series 63, SIE, Series 87, Series 86, and Series 7 licenses. Before joining Bernstein Institutional Services LLC, Richard was with Sanford C. Bernstein & Co., LLC, Credit Suisse Securities (USA) LLC, BMO Capital Markets Corp., and E*TRADE Securities LLC. Richard's areas of expertise include financial planning and investment management. Richard specializes in working with high-net-worth individuals and families, as well as providing educational seminars to clients. Richard is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
NY
03/29/2024 - Present
Bernstein Institutional Services LLC (NEW YORK NY)
NY
10/17/2017 - 03/29/2024
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
05/26/2016 - 08/10/2017
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
GA
06/16/2009 - 02/19/2016
BMO CAPITAL MARKETS CORP. (ATLANTA GA)
GA
08/02/2007 - 09/25/2007
E*TRADE SECURITIES LLC (ALPHARETTA GA)
BC
Issued 08/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2009
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/15/2009
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 08/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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