Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Amaechi is a financial advisor at Fidelity Personal AND Workplace Advisors. Richard has been working in the financial industry for over 4 years. Richard has a Series 66, Series 63, Series 10 and Series 9 license. Richard also has a Certified Financial Planner designation. Richard is registered to provide investment advice in Arizona, California, District of Columbia, Florida, Idaho, Massachusetts, Nevada, New Jersey, New York, Oregon, Texas, and Washington. Richard has over 1991043 accounts under management with total assets of over $818 billion. Richard specializes in providing financial planning, educational seminars and portfolio management for individuals and businesses.
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.
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
CA
07/12/2024 - Present
Fidelity Personal AND Workplace Advisors (PALO ALTO CA)
NC
07/25/2022 - 10/09/2023
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
AZ
09/11/2020 - 07/25/2022
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 06/22/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/24/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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