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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Trinitapoli is a financial advisor with Equitable Advisors, LLC located in Waukesha, Wisconsin. Richard has been in the industry since 1974 and has held numerous roles within the financial services sector. Richard's experience spans a variety of firms including MONY Securities Corporation, Trusted Securities Advisors Corp., and The Mutual Life Insurance Company of New York. Richard is currently registered in nine states and specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
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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2
WI
06/01/2005 - Present
Equitable Advisors, LLC (WAUKESHA WI)
NY
05/27/1988 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
08/16/2001 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
NY
05/27/1988 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
NA
10/20/1980 - 05/26/1988
EQUICO SECURITIES, INC.
NA
11/19/1974 - 05/23/1988
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BC
Issued 06/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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