Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Annunziata is a financial advisor at Global Retirement Partners LLC, located in SAN RAFAEL, CA. Richard has been working in the financial services industry since 2011. Richard Annunziata is registered to provide investment advice in the state of New Jersey. Richard is also registered to provide securities brokerage services in the state of New Jersey. Richard is a registered representative of LPL Financial, LLC. Richard is also a registered investment advisor representative of Global Retirement Partners LLC. Richard specializes in providing financial advice to individuals, businesses, and retirement plans. Richard's expertise is in portfolio management, financial planning, and pension consulting.
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.
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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CA
12/08/2021 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
NY
03/27/2015 - 12/17/2021
EQUITABLE ADVISORS, LLC (NEW HYDE PARK NY)
NY
03/14/2011 - 10/23/2014
T3 TRADING GROUP, LLC (NEW YORK NY)
IA
Issued 05/12/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/13/2011
Series 56 - Proprietary Trader Qualification Examination
Active
Inactive
F
FINRA
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