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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 Tarsitano is a financial advisor who has been in the industry for over 35 years. Richard is an investment advisor representative for Highpoint Planning Partners, a firm based in Downers Grove, Illinois. Richard provides a variety of financial services including financial planning, portfolio management, and pension consulting. Richard has a strong track record of success in helping individuals and families achieve their financial goals. He is committed to providing personalized service and guidance to his clients. Richard is registered with the Securities and Exchange Commission (SEC) and holds a Series 63, Series 65, and SIE licenses. He has a strong focus on working with high net worth individuals, individuals other than high net worth, corporations, and charitable organizations.
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
IL
11/16/2021 - Present
Highpoint Planning Partners (DOWNERS GROVE IL)
IL
12/05/2002 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (OAKBROOK TERRACE IL)
TX
05/21/1997 - 12/04/2002
NFP SECURITIES, INC. (AUSTIN TX)
NY
08/12/1987 - 05/21/1997
MONY SECURITIES CORP. (NEW YORK NY)
IA
Issued 12/31/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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