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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Paul Viola is a financial advisor with over 20 years of experience. Richard is currently registered as an Investment Advisor Representative with Global Retirement Partners LLC and has a Series 63, Series 65 and SIE licenses. Richard has worked with a variety of clients, including individuals, businesses, pension and profit sharing plans, high-net-worth individuals, and charitable organizations. Richard has also worked with clients on a variety of financial planning needs, including retirement planning, investment management, and estate planning. Richard provides financial planning, pension consulting and selection of other advisors.
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
09/17/2014 - Present
Global Retirement Partners LLC (SAN MATEO CA)
CA
09/12/2014 - 12/17/2020
LPL FINANCIAL LLC (SAN MATEO CA)
CA
03/13/2009 - 09/12/2014
FINANCIAL TELESIS INC (SAN MATEO CA)
CA
09/20/2001 - 03/06/2009
L.M. KOHN & COMPANY (SAN MATEO CA)
OH
04/20/1999 - 08/31/2001
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
IA
Issued 01/02/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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