Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard D'Ambola is an Investment Advisor Representative at Creative Financial Designs, Inc. Richard has been working in the financial services industry since August 19, 2004. Richard's firm is headquartered in Kokomo, Indiana and has offices in Succasunna, New Jersey. The firm offers a variety of investment services, including financial planning, portfolio management, and educational seminars. Richard is registered with the state of New Jersey and is also registered with the Financial Industry Regulatory Authority (FINRA).
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.
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
NJ
10/21/2014 - Present
Creative Financial Designs, Inc. (SUCCASSUNNA NJ)
NJ
06/22/2011 - 08/15/2014
QUESTAR CAPITAL CORPORATION (SUCCASUNNA NJ)
NJ
10/31/2006 - 06/22/2011
WORKMAN SECURITIES CORPORATION (SUCCASUNNA NJ)
IA
02/18/1998 - 03/01/1999
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
DE
11/20/1996 - 02/18/1998
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
Issued 08/14/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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