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Richard Cresta

Fidelity Distributors Co. LLC

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About Richard Cresta

Richard Cresta has been in the financial services industry since October 31, 1992. Richard is currently registered with Fidelity Distributors Co. LLC, and has previously worked at PUTNAM MUTUAL FUNDS CORP. Richard is licensed to provide investment advice in 52 states, the District of Columbia and Puerto Rico. Richard is Series 7, 6, 24, 26 and 63 licensed. Richard's expertise includes Securities Industry Essentials (SIE), General Securities Representative Examination (Series 7), Investment Company Products/Variable Contracts Representative Examination (Series 6), General Securities Principal Examination (Series 24) and Investment Company Products/Variable Contracts Principal Examination (Series 26).

Firm Information

Richard Cresta is currently registered with Fidelity Distributors Co. LLC. Fidelity Distributors Co. LLC is a Limited Liability Company formed in January 2020. The firm is registered in all 50 states and the District of Columbia. It has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

137

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Richard Cresta’s Registration & Firm History

RI

04/21/1994 - Present

Fidelity Distributors Co. LLC (SMITHFIELD RI)

MA

06/26/1992 - 12/13/1993

PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)

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Licenses & Designations

BC

Issued 05/11/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/25/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/13/2000

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/04/2014

Series 7 - General Securities Representative Examination

BC

Issued 06/25/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Richard Cresta.
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