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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Duggan Callahan is a financial advisor with over 25 years of experience in the industry. Richard has a broad range of experience in financial services having worked for a variety of firms including Kelmoore Investment Company, Inc., New England Securities, Morgan Stanley DW Inc. and Putnam Mutual Funds Corp. Richard has a strong track record of success in helping clients achieve their financial goals. Richard is currently registered with Fidelity Personal and Workplace Advisors and is a registered representative of Fidelity Investments. Richard is committed to providing his clients with personalized financial advice and guidance.
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.
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.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
CA
01/05/2004 - 12/31/2006
KELMOORE INVESTMENT COMPANY, INC. (PALO ALTO CA)
NY
09/04/2003 - 02/05/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
04/02/1996 - 12/06/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
MA
08/11/1992 - 03/05/1996
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
IA
Issued 05/28/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 05/06/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/07/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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