Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Green is a financial advisor registered with Pinnacle Investments, LLC. Richard has been in the financial services industry since 1986. Richard has a Series 7, Series 63 and SIE license. In addition to being registered with Pinnacle Investments, LLC, Richard has also been registered with McDonald Investments Inc., UBS Financial Services Inc., Chase Lincoln First Brokerage Services, Inc., Marine Midland Securities, Inc., A.G. Edwards & Sons, Inc., and Tucker Anthony Incorporated. Richard holds licenses in New York, Texas, Michigan, Vermont, North Carolina, Florida, Colorado, Pennsylvania, South Carolina, Virginia, Massachusetts, Indiana, Connecticut, Washington, Kentucky, Missouri, Alaska and Hawaii. Richard is also a registered Investment Advisor in New York and Texas. Richard's specialties include investments, insurance, and retirement planning. Richard is also a registered Investment Advisor and has been working with individuals and businesses for over 35 years. Richard offers a wide range of services to help you reach your financial goals.
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.
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.
Educational workshops
1
2
NY
02/12/2025 - Present
Pinnacle Investments, LLC (EAST SYRACUSE NY)
NY
02/09/2007 - 04/15/2009
UBS FINANCIAL SERVICES INC. (DEWITT NY)
NY
07/23/2004 - 02/09/2007
MCDONALD INVESTMENTS INC. (SYRACUSE NY)
MO
06/30/1993 - 08/03/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MA
01/18/1990 - 07/01/1993
TUCKER ANTHONY INCORPORATED (BOSTON MA)
MA
07/22/1988 - 02/07/1990
CHASE LINCOLN FIRST BROKERAGE SERVICES, INC. (BOSTON MA)
NY
03/27/1986 - 07/26/1988
MARINE MIDLAND SECURITIES, INC. (NEW YORK NY)
BC
Issued 05/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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