Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard MacCiola is an Investment Advisor Representative with Tyler Wealth Management, LLC. Richard has been in the financial services industry for over 10 years and is registered in California, New Jersey, and Texas. Richard holds the Series 7, Series 63, Series 66, and Series 57TO licenses. Richard has previous experience with PFS Investments INC., T3 TRADING GROUP, LLC, WELLS FARGO ADVISORS, LLC, COHEN CAPITAL GROUP, LLC, AEGIS SPECIALIST, LLC, and AIM SECURITIES CO. Richard is also a licensed realtor with Realty One Group Central and a loan originator with NEXA Mortgage.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
Selection of other advisers fees
1
2
NJ
02/22/2023 - Present
Tyler Wealth Management, LLC (Manalapan NJ)
NJ
04/07/2020 - 02/15/2023
PFS INVESTMENTS INC. (CRANBURY NJ)
NY
06/18/2019 - 01/27/2020
T3 TRADING GROUP, LLC (NEW YORK NY)
NJ
06/21/2016 - 06/12/2019
PFS INVESTMENTS INC. (CRANBURY NJ)
NJ
06/14/2011 - 08/09/2013
WELLS FARGO ADVISORS, LLC (RED BANK NJ)
NY
08/27/2008 - 06/11/2010
COHEN CAPITAL GROUP, LLC (NEW YORK NY)
NY
04/11/2007 - 10/22/2008
AEGIS SPECIALIST, LLC (NEW YORK NY)
NY
10/02/2003 - 10/22/2008
AIM SECURITIES CO. (NEW YORK NY)
NY
10/02/2003 - 01/09/2004
AIM SECURITIES CO. (NEW YORK NY)
BOTH
Issued 06/27/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2019
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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