Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Scordo is a financial advisor with over 18 years of experience in the industry. Richard currently holds a Series 6, Series 63 and SIE license and is registered with LPL Enterprise, LLC in Texas. Richard has previously been registered with MetLife Securities Inc., 1717 Capital Management Company, Nationwide Securities, Inc., and NYLife Securities Inc. Richard has also completed the Uniform Investment Adviser Law Examination (Series 65). Richard offers financial planning, portfolio management for individuals and businesses, and educational seminars. Richard is also a licensed health insurance agent.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
TX
11/14/2024 - Present
LPL Enterprise, LLC (MCKINNEY TX)
TX
09/07/2007 - 11/14/2014
METLIFE SECURITIES INC. (MCKINNEY TX)
TX
03/22/2007 - 10/01/2007
1717 CAPITAL MANAGEMENT COMPANY (MCKINNEY TX)
TX
09/21/2006 - 05/11/2007
NATIONWIDE SECURITIES, INC. (PLANO TX)
TX
09/14/2005 - 08/08/2006
NYLIFE SECURITIES INC. (DALLAS TX)
IA
Issued 06/06/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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