Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Gronske is a financial advisor with Fidelity Personal And Workplace Advisors. Richard has been in the industry since 2006. He is registered with FINRA and the states of New York, New Jersey, Florida, Massachusetts and Texas. Richard offers financial planning, portfolio management for individuals and businesses, and educational seminars. He has worked for several prominent firms in the industry including Merrill Lynch, PNC Investments, Capital One Investing, LLC, and JPMorgan Chase.
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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NY
04/26/2022 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
NJ
08/31/2018 - 03/16/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ISELIN NJ)
NJ
04/26/2017 - 01/25/2018
CAPITAL ONE INVESTING, LLC (PARSIPPANY NJ)
DC
04/24/2015 - 05/03/2017
PNC INVESTMENTS (WASHINGTON DC)
NJ
12/24/2008 - 11/01/2011
PNC INVESTMENTS (RANDOLPH NJ)
NJ
10/19/2007 - 10/29/2008
WACHOVIA SECURITIES, LLC (CARTERET NJ)
NJ
12/07/2006 - 01/22/2007
METLIFE SECURITIES INC. (PISCATAWAY NJ)
NJ
12/07/2006 - 01/22/2007
METROPOLITAN LIFE INSURANCE COMPANY (PISCATAWAY NJ)
BOTH
Issued 05/18/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/17/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/06/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/06/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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