Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Liberante is a financial advisor who has been in the industry since 1997. Richard is currently registered with LPL Financial LLC and holds licenses in multiple states. Richard has previously worked with KESTRA INVESTMENT SERVICES, LLC and SII INVESTMENTS, INC. Richard specializes in providing financial planning, portfolio management, and consulting services for individuals and businesses. Richard is a Certified Financial Planner and is passionate about helping clients achieve their financial goals.
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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
08/14/2023 - Present
LPL Financial LLC (SCOTTSDALE AZ)
AZ
07/20/2016 - 08/14/2023
KESTRA INVESTMENT SERVICES, LLC (Chandler AZ)
AZ
09/06/2013 - 07/21/2016
SII INVESTMENTS, INC. (CHANDLER AZ)
NY
02/07/2013 - 09/13/2013
REALTY CAPITAL SECURITIES, LLC (NEW YORK CITY NY)
NY
12/11/2004 - 11/08/2012
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
CA
04/26/2001 - 12/11/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
RI
09/18/2000 - 04/25/2001
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
NJ
07/15/1997 - 07/31/2000
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
AZ
11/13/1996 - 07/15/1997
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 09/16/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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