Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Marelli is a financial professional with over 7 years of experience in the industry. Richard is currently registered with Bofa Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Inc., both of which are active in the investment banking and brokerage industries. Richard's professional certifications include the Securities Industry Essentials Examination (SIE) and the Series 99 - Operations Professional Examination.
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.
Research-related 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.
Negotiated fees for research-related services
1
2
NY
10/31/2018 - Present
Bofa Securities, Inc. (NEW YORK NY)
NY
06/06/2023 - 08/14/2023
MERRILL LYNCH PROFESSIONAL CLEARING CORP. (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2016
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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