Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Picone is an active investment advisor representative with Raymond James Financial Services Advisors, Inc. Richard has been in the industry since 2004. Richard holds Series 63, 65, 7, and SIE licenses. Richard is registered in 35 states, and has been registered in Florida since 2014. Richard previously worked at LPL FINANCIAL LLC and has also been associated with Picone Financial Partners. Richard is a Registered Representative and Investment Advisor Representative, registered with Raymond James Financial Services Advisors, Inc.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
01/26/2016 - Present
Raymond James Financial Services Advisors, Inc. (Bonita Springs FL)
FL
09/06/2004 - 08/25/2014
LPL FINANCIAL LLC (BONITA SPRINGS FL)
IA
Issued 02/22/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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