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Richard Edward Gelfand

Directed Services LLC

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About Richard Edward Gelfand

Richard Edward Gelfand has been in the financial industry since September 19, 2007. Richard is currently registered with Directed Services LLC as a Registered Representative, Registered Principal. Richard's previous experience includes roles at SYSTEMATIZED BENEFITS ADMINISTRATORS, INC., and ING FINANCIAL ADVISERS, LLC. Richard has passed the following FINRA exams: Series 28, Series 99TO, and SIE.

Firm Information

Richard Gelfand is currently registered with Directed Services LLC. Directed Services LLC is a Limited Liability Company formed in December 2006. The firm is registered in California, Delaware, Iowa, Nevada, and Pennsylvania. They are also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

36

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Richard Gelfand’s Registration & Firm History

PA

05/18/2018 - Present

Directed Services LLC (WEST CHESTER PA)

PA

01/09/2007 - 09/05/2017

DIRECTED SERVICES LLC (WEST CHESTER PA)

CT

01/03/2008 - 05/08/2008

SYSTEMATIZED BENEFITS ADMINISTRATORS, INC. (WINDSOR CT)

CT

01/03/2008 - 05/05/2008

ING FINANCIAL ADVISERS, LLC (WINDSOR CT)

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Licenses & Designations

BC

Issued 01/08/2007

Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Richard Edward Gelfand.
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