Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Holle is a financial advisor in Bayonne, New Jersey, with over 30 years of experience in the industry. Richard is currently registered with Wealthplan Partners and has been with the firm since February 2014. Previously, Richard was employed by Securities America, Inc. and LPL Financial LLC. Richard is a Series 6, 7, 63, and 66 licensed professional. His focus is on providing financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
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.
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
NJ
01/08/2020 - Present
Wealthplan Partners (Bayonne NJ)
NJ
12/20/2016 - 06/14/2024
SECURITIES AMERICA, INC. (Bayonne NJ)
NJ
02/19/2014 - 12/22/2016
LPL FINANCIAL LLC (BAYONNE NJ)
NJ
02/01/2007 - 02/28/2014
AXA ADVISORS, LLC (BAYONNE NJ)
NJ
07/31/1996 - 02/09/2007
LINSCO/PRIVATE LEDGER CORP. (BAYONNE NJ)
IN
09/20/1994 - 07/31/1996
MDS SECURITIES INCORPORATED (CARMEL IN)
NY
09/08/1992 - 12/09/1993
NATWEST INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
08/24/1992 - 08/27/1992
USLIFE EQUITY SALES CORP. (NEW YORK NY)
BOTH
Issued 02/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/22/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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