Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Stolar is a financial advisor with over 20 years of experience in the financial services industry. Richard is currently registered with Wells Fargo Clearing Services, LLC, and has been with the firm since 2016. Richard previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated for nearly 9 years. Richard holds several professional licenses and designations, including the Series 7, Series 9, Series 10, Series 31 and the Series 66 licenses. Richard is also registered in several states including Florida, North Carolina, and Texas. Richard is dedicated to providing 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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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
NC
09/13/2021 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTE NC)
NC
10/05/2000 - 04/24/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
BOTH
Issued 10/31/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/02/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 10/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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