Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Burress is a financial advisor with Fidelity Personal and Workplace Advisors. Richard has been in the financial industry for over 22 years. Richard is registered to offer investment advice in California, Massachusetts, Texas, and Utah. Richard has held previous positions with Charles Schwab & Co., Inc. and Signator Investors, Inc. Richard has passed several industry exams including the Series 66, Series 10, Series 9, Series 7, and the SIE exam. Richard's specializations include portfolio management for individuals, portfolio management for businesses, selection of other advisors, financial planning, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
MA
09/11/2022 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
CA
01/04/2001 - 11/30/2012
CHARLES SCHWAB & CO., INC. (IRVINE CA)
MA
04/05/2000 - 12/08/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
BOTH
Issued 12/27/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/15/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Richard Burress is the right advisor for you? Invested Better is here to help.
