Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Telesco is a financial advisor with over 25 years of experience in the financial services industry. Richard is currently registered with Raymond James & Associates, Inc. and has held previous positions with Edward Jones, Mizuho Securities USA LLC, Credit Suisse Securities (USA) LLC, Wien Securities Corp., Josephthal & Co., Inc., and M.H. Meyerson & Co., Inc. Richard holds several securities licenses, including Series 7, 24, 55, 63, and 66. Richard is also a Registered Investment Advisor in Texas and New York. Richard provides financial planning and investment management services to individuals, corporations, and other 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.
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.
Please see note in schedule d - miscellaneous
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.
1
2
NY
02/07/2023 - Present
Raymond James & Associates, Inc. (New York NY)
NY
03/16/2020 - 04/19/2022
EDWARD JONES (HUNTINGTON NY)
NY
05/18/2015 - 09/04/2019
MIZUHO SECURITIES USA LLC (NEW YORK NY)
NY
06/07/2000 - 06/03/2015
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NJ
01/04/2000 - 06/01/2000
WIEN SECURITIES CORP. (JERSEY CITY NJ)
NY
11/23/1998 - 10/26/1999
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NJ
09/11/1995 - 11/23/1998
WIEN SECURITIES CORP. (JERSEY CITY NJ)
NJ
05/11/1995 - 08/30/1995
M. H. MEYERSON & CO., INC. (JERSEY CITY NJ)
BOTH
Issued 05/15/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/10/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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