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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 Ragoobar is a financial advisor with Fidelity Personal And Workplace Advisors. Richard is a Registered Representative with FINRA and an Investment Advisor Representative in the state of Texas. He is also licensed to sell securities in California, Florida, Georgia, Illinois, Louisiana, Michigan and Texas. Richard has been in the financial services industry since 2010. He has a wide range of experience, including working with high-net-worth individuals, corporations, and pension plans. Richard's services include financial planning, portfolio management, and selection of other advisors. He is committed to providing his clients with personalized financial advice and strategies to help them reach their financial goals. Richard Ragoobar is dedicated to helping his clients achieve their financial goals. He is passionate about educating his clients about their options and providing them with the knowledge and confidence to make informed financial decisions.
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.
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2
TX
10/28/2022 - Present
Fidelity Personal AND Workplace Advisors (SUGAR LAND TX)
TX
10/01/2012 - 08/05/2022
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
01/21/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
BOTH
Issued 01/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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