Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Cecchi is a financial advisor with over 24 years of experience in the industry. Richard is currently registered with Verity Asset Management and has previously worked for PLANMEMBER SECURITIES CORPORATION, NATIONAL SECURITIES CORPORATION and PRIME CAPITAL SERVICES, INC. Richard holds Series 7, Series 63 and SIE licenses. Richard provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, individuals, and investment companies.
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.
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.
Strategic management for diversified investment portfolios.
Administrative services for advisors
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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NY
10/20/2022 - Present
Verity Asset Management (RONKONKOMA NY)
NY
11/19/2014 - 09/03/2020
PLANMEMBER SECURITIES CORPORATION (FARMINGVILLE NY)
FL
11/22/2013 - 10/15/2014
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
NY
11/12/1997 - 11/22/2013
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
BC
Issued 12/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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