Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Pignone is a financial advisor registered with Steward Partners Investment Advisory, LLC in Massachusetts and Texas. Richard has been a registered financial advisor since 1995 and has over 27 years of experience in the financial services industry. Richard has passed the Series 7, Series 31, Series 63, and Series 65 exams. Richard has a broad range of experience in financial planning, investment management, and pension consulting. Richard's firm, Steward Partners Investment Advisory, LLC, is a registered investment advisor with over $20 billion in assets under management. Steward Partners Investment Advisory, LLC, offers a variety of financial services to individuals, families, businesses, and institutions.
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.
Financial 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.
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2
MA
08/02/2016 - Present
Steward Partners Investment Advisory, LLC (ANDOVER MA)
MA
12/13/2013 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (ANDOVER MA)
MA
06/01/2009 - 01/03/2014
MORGAN STANLEY (MIDDLETON MA)
MA
05/09/1995 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DANVERS MA)
IA
Issued 5/26/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 5/8/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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