Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Roesler is a financial advisor at Newbridge Financial Services Group, Inc. Richard is a registered investment advisor representative in New York and has been in the industry since 2024. Richard has passed the Series 66, Series 7TO and SIE exams. Newbridge Financial Services Group, Inc. is an investment advisor registered with the SEC and has offices in Boca Raton, Florida and Staten Island, New York.
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.
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.
Promoter fees
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2
NY
07/25/2024 - Present
Newbridge Financial Services Group, Inc. (STATEN ISLAND NY)
BOTH
Issued 06/27/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/18/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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