Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Carlesco is a financial advisor with over 30 years of experience in the financial services industry. Richard is currently registered with IBN Financial Services, Inc. and has held previous positions with Leigh Baldwin & Co., LLC, Liberty Securities Corporation, Pruco Securities Corporation, and The Prudential Insurance Company of America. Richard holds several industry certifications, including Series 6, 24, 26, 28, 62, 63, 65, 99TO and SIE. Richard offers financial planning, selection of other advisors, and portfolio management for 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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Selection and monitoring fees
1
2
NY
11/06/2020 - Present
IBN Financial Services, Inc. (LIVERPOOL NY)
NY
02/01/1996 - 08/25/2000
LEIGH BALDWIN & CO., LLC (CAZENOVIA NY)
NY
08/30/1994 - 08/16/1995
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NJ
04/03/1991 - 08/31/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
04/03/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 02/09/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2007
Series 24 - General Securities Principal Examination
BC
Issued 02/14/2001
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 09/15/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2007
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 04/01/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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