Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Chiarenza is a financial advisor at LPL Financial LLC, a large financial services firm, with over 20 years of experience in the industry. Richard has worked with several firms in the past, including CUNA Brokerage Services, Inc., Charles Schwab & Co., Inc., Wells Fargo Investments, LLC and U.S. Bancorp Investments, Inc. Richard holds the Series 7 and Series 63 licenses. He is registered with the state of Florida and several other states including Connecticut, Delaware, Georgia, Maine, Maryland, Missouri, New York, North Carolina, Ohio, Oregon, South Carolina, Tennessee, Virginia, Washington, and Wisconsin. Richard specializes in providing financial planning, portfolio management, and other non-discretionary advisory services to individuals, businesses, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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
FL
03/21/2014 - Present
LPL Financial LLC (SAINT AUGUSTINE FL)
FL
07/18/2012 - 03/20/2014
CUNA BROKERAGE SERVICES, INC. (ORANGE PARK FL)
FL
11/30/2011 - 07/02/2012
CHARLES SCHWAB & CO., INC. (PORT ST. LUCIE FL)
NV
01/05/2006 - 06/23/2010
WELLS FARGO INVESTMENTS, LLC (LAS VEGAS NV)
MN
06/06/2002 - 01/10/2006
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
CA
06/19/2000 - 06/17/2002
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NA
05/02/1994 - 07/28/1994
DICKINSON & CO.
NA
06/15/1994 - 06/17/1994
SPELMAN & CO., INC.
IA
Issued 09/15/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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