Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Burkimsher is a financial advisor currently registered with Citigroup Global Markets Inc.. Richard has been active in the financial services industry since August 26, 1993. Previously, Richard was employed with HSBC Securities (USA) Inc., HSBC Brokerage (USA) Inc., Kirlin Securities Inc., First Empire Securities, Inc., Prudential Securities Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Richard is licensed to provide investment advice in 53 states.
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.
Asset allocation advice
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
01/12/2022 - Present
Citigroup Global Markets Inc. (Jersey City NJ)
NY
04/19/2021 - 12/03/2021
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
NY
01/01/2005 - 06/05/2020
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
12/18/2000 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NY
09/13/2000 - 10/16/2000
KIRLIN SECURITIES INC. (SYOSSET NY)
NY
05/06/1999 - 08/23/2000
FIRST EMPIRE SECURITIES, INC. (HAUPPAUGE NY)
NY
10/06/1998 - 04/21/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
06/01/1992 - 10/08/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/17/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/20/2004
Series 4 - Registered Options Principal Examination
BC
Issued 09/15/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/31/1997
Series 24 - General Securities Principal Examination
BC
Issued 05/28/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1992
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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