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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 Gunderud is a financial advisor with Fidelity Personal And Workplace Advisors. Richard has been in the financial services industry since 2013. Richard holds multiple licenses, including Series 6, 7, 63, and 65. Richard's current registrations include registrations as a Registered Representative (RR) in New Jersey and Texas. Richard is also an Investment Advisor Representative (IAR) in New Jersey and Texas. Richard has worked for several firms in the industry, including Prudential Financial, Hornor, Townsend & Kent, MassMutual, and Morgan Stanley. Richard provides financial planning and portfolio management services to individuals, businesses, and charitable organizations. Richard is based in Bridgewater, New Jersey.
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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2
NJ
03/01/2024 - Present
Fidelity Personal AND Workplace Advisors (BRIDGEWATER NJ)
NJ
05/27/2020 - 08/21/2023
E*TRADE SECURITIES LLC (MORRISTOWN NJ)
NJ
03/21/2023 - 08/17/2023
MORGAN STANLEY (Morristown NJ)
NJ
10/08/2019 - 05/22/2020
PARK AVENUE SECURITIES LLC (WALL NJ)
NJ
01/09/2018 - 10/03/2019
PRUCO SECURITIES, LLC. (EAST BRUNSWICK NJ)
NJ
11/10/2015 - 12/14/2017
MML INVESTORS SERVICES, LLC (BRIDGEWATER NJ)
NJ
01/07/2015 - 09/18/2015
HORNOR, TOWNSEND & KENT, INC. (EDISON NJ)
NJ
05/24/2013 - 01/09/2015
PRUCO SECURITIES, LLC. (EAST BRUNSWICK NJ)
IA
Issued 07/20/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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